Focus - Q1 2026
Quarterly Goals
SMART goals with clear Why, How, Risk, and Derisk structures. This is where the real work happens - measurable, specific, achievable within 13 weeks.
The Quarterly Difference
"Quarterly goals are where 'who you want to be' meets 'what you'll actually do.' Each goal includes a Why (connects to Foundation), How (specific actions), Risk (what could derail you), and Derisk (prevention plan). This framework prevents goals from becoming wishes."
Personal
Spiritual
+
Read Bible daily using a structured plan, 5x weekly podcast study
WhyDeep spiritual foundation anchors all other life decisions and creates alignment between intention and action
HowFollow structured Bible in a year plan; listen to corresponding podcast commentary 5 times per week minimum
RiskTravel disrupting routine, early morning interruptions, losing momentum by mid-quarter, podcast content overwhelming
DeriskDownload all materials; schedule makeup reads on weekends; pick 1-2 trusted podcast sources; weekly reflection checkpoint with coach
Daily prayer and reading practice with phone-free mornings
WhySpiritual discipline in the morning clarifies decision-making and prevents reactivity throughout the day
HowNo phone first 30 minutes of day; 15-20 minute prayer and reflection time; document insights in physical journal
RiskWork emergencies feeling urgent, family interruptions, habit collapse under pressure, retreat from discipline
DeriskLock phone physically away; communicate boundaries to household; identify backup quiet location if home disrupted
Personal
Physical
+
4x weekly resistance band strength training, 2500 calories daily, protein before coffee
WhyPhysical capacity and energy management directly support mental clarity, work performance, and family presence
HowResistance band circuits Mon-Thu mornings 30 minutes; consistent meal timing; 30-40g protein before morning coffee; track calories loosely
RiskMorning schedule disrupted, skipping breakfast when rushed, inconsistent protein intake, cortisol spike without breakfast routine
DeriskPre-pack resistance equipment; prep protein options night before; set phone alarm for breakfast; document energy levels daily to see protein impact
Gym attendance Mon-Fri at same time, no phone during sessions
WhyConsistent physical training builds discipline and models commitment to family, increases resilience
How5:30am gym sessions 5 days weekly; leave phone in locker; 45-60 minute focused training; track attendance
RiskClient emergencies disrupting mornings, fatigue from work, gym membership lapse, motivation dips mid-quarter
DeriskCalendar it as non-negotiable, auto-pay gym membership, prepare night-before gym bag, identify backup workout if traveling
BJJ training 2x per week, running 3x per week
WhyMixed training builds cardiovascular fitness while developing mental toughness through BJJ technical skill-building
HowTuesday and Thursday BJJ classes; Monday-Wednesday-Friday running 30-45 minutes; log all sessions in calendar
RiskBJJ injuries, running fatigue combining with work stress, schedule conflicts, losing motivation for repetitive runs
DeriskWarm up thoroughly; rotate running routes to stay engaged; schedule rest week if fatigued; buddy system for accountability
Family
Spouse
+
Attend marriage conference together, weekly date night phone-free
WhyIntentional marriage investment rekindles intimacy and partnership; models prioritization of spouse to children
HowBook conference now for spring date; schedule weekly date night same day and time; phones in another room; discuss conference takeaways
RiskConference overlaps with work crisis, date night gets cancelled for client needs, fatigue preventing connection, conversation feels forced
DeriskBlock calendar 6 months out; reschedule immediately if interrupted; prepare conversation starters; set expectation with team dates are protected
Weekly couples performance coaching, share weekly highs and lows
WhyProfessional guidance prevents communication patterns from calcifying; vulnerability creates genuine intimacy
HowBiweekly couples coaching session; weekly 15-minute conversation about each person's high and low points and needs
RiskDefensiveness in coaching, skipping the weekly conversation during busy weeks, coaching feeling like blame assignment
DeriskFind coach both feel safe with; frame highs and lows as curiosity not criticism; commit to the conversation structure
Attend church as couple weekly, lead with kindness and love
WhyShared spiritual practice creates alignment; modeling love to spouse demonstrates values you want for your marriage
HowSunday church attendance together every week; before service, agree on one way to show up with kindness that day
RiskWork schedule pressure, church feeling obligatory instead of connecting, kindness intentions forgotten under stress
DeriskBlock Sunday morning protected time; find church community that energizes both; review intention Wednesday evening
Family
Parent
+
Show up to every game, practice, and school event
WhyConsistent presence teaches children they matter more than work; builds relational capital for influence during teenage years
HowMaintain master calendar of all events; block in work calendar immediately; communicate team about non-negotiable times
RiskMajor client issue during event, team expecting you, conflicting event dates, fatigue making attendance feel burdensome
DeriskEmpower team to handle issues; identify backup adult for team if you are away; skip unnecessary work travel during season; pre-commit emotionally
Get involved with kids school sports activities more actively
WhyActive involvement in children's interests demonstrates unconditional support and deepens relationship
HowVolunteer for one coaching or administrative role; attend practice when possible; ask kids specific questions about progress
RiskOvercommitting and neglecting work, kids feeling pressure if dad is coach, not having technical knowledge for coaching
DeriskChoose one team or activity; set clear boundaries on time; focus on enthusiasm not expertise; ask kids if they want you involved first
Family
Provider
+
Meet with estate planning attorney, complete syndication deep dive
WhyClear estate planning removes burden from family and protects legacy; syndication knowledge improves financial decision-making
HowSchedule attorney consultation in January; dedicate 5 hours to syndication education; document financial assets and wishes
RiskDelaying attorney meeting, syndication learning feels too complex, estate planning anxiety, incomplete documentation
DeriskBook attorney before quarter starts; take one syndication course rather than free-form research; create checklist of documents needed
Reduce monthly expenses by $2000, establish FI number and runway
WhyLower fixed expenses increase flexibility and reduce pressure; clear FI target enables strategic decisions about work
HowAudit expenses, cut discretionary spend, install tracking app, calculate FI number based on current lifestyle, build 12-month runway
RiskResistance from family on spending cuts, difficulty sticking to reduced expenses, calculations feeling overwhelming
DeriskInvolve spouse in decision-making, focus on elimination not deprivation, use simple spreadsheet template, celebrate small progress
World
Worker
+
Serve 2 builder groups, clarify and publish offer, develop systems
WhyClear positioning and scalable systems allow you to serve more builders without burning out
HowDefine exact builder avatar; write clear service description; create repeatable process for onboarding and delivery; document all procedures
RiskOffer too niche or too broad, systems taking longer than expected, overserving early clients prevents system building
DeriskGet feedback on offer from 3 builders before publishing; time-box systems documentation; commit to saying no to scope creep
Weekly W2 updates, publish brand, engage partner organizations
WhyConsistent visibility keeps you top-of-mind; partnership leverage expands reach without proportional effort
HowPublish content every week; identify 3 key partners for collaboration; reach out with specific partnership ideas; track engagement metrics
RiskPublishing feeling forced, partner conversations stalling, low engagement making effort feel wasted
DeriskBatch-create content month ahead; partner meetings focused on mutual value not hard sell; track 3-month trends not weekly numbers
$3.5M annual revenue target, 10 paying builders by year-end
WhyClear revenue target and client goal aligns team effort and creates measurable success milestone
HowBack into quarterly targets from annual goal; monthly revenue tracking; quarterly builder acquisition review; adjust pricing or scope as needed
RiskFocusing on revenue over value, compromising quality to hit numbers, market slower than expected, burnout from aggressive target
DeriskReview target with coach monthly; track leading indicators (meetings, conversations) not just revenue; adjust if market signals change; maintain quality standards
World
Friend
+
Reach out to 1 friend each week intentionally
WhyIntentional friendship maintenance prevents drift and deepens sense of belonging and reciprocal support
HowSunday reflection: pick one friend and reach out with something specific (not just hey); vary form (call, text, visit); log in simple spreadsheet
RiskReaching out feeling like obligation, not enough time during busy weeks, friend relationships becoming one-sided
DeriskMake list of 12-15 friends upfront; reference friend's recent life event when reaching out; accept that some friends will also reach out
Weekly conversation logged, work on delivery of feedback
WhyAccountability through documentation builds consistency; practicing feedback delivery deepens friendships and develops leadership skill
HowLog weekly builder conversations in simple database; practice feedback framework quarterly; ask mentee for specific feedback on your delivery
RiskLogging becoming administrative burden, feedback conversations feeling awkward, mentees not responding to growth requests
DeriskUse simple template for logging; practice feedback with coach first; set clear expectations about feedback sessions upfront
Weekly protege meetings, monthly extended family check-ins, daily accountability calls with close friends
WhyIntentional mentorship creates legacy and deepens important relationships; consistent contact with accountability partners strengthens commitment
HowSchedule protege meeting same time weekly; monthly video call with extended family; daily fitness and business call group; document mentor progress quarterly
RiskMentor meetings getting cancelled, daily calls becoming perfunctory, mentee not ready for feedback, time pressure on daily routine
DeriskBlock mentor time like client meeting; set expectations for daily calls upfront; prepare monthly mentor agenda; coach mentee on feedback reception
World
Volunteer
+
Plan and teach 12 Sunday school lessons for the year
WhyTeaching deepens your own spiritual understanding while serving community; models service commitment to family
HowCommit to once monthly lesson; outline curriculum in January; batch prepare materials quarterly; involve family in prep if possible
RiskLesson prep taking more time than expected, quality suffering under rush, missing months due to schedule conflict
DeriskStart with simple formats; use templates; get feedback after first lesson; schedule makeup slot if month gets missed
Complete nonprofit board transition, finalize governance documents, attend all quarterly association meetings
WhyBoard leadership amplifies impact and develops strategic thinking; active participation in organizations you believe in creates meaningful contribution
HowClarify board role and timeline; schedule governance review sessions; block all association meeting dates on calendar; prep agendas in advance
RiskBoard work exceeding expected time, governance docs becoming contentious, missing association meetings due to client needs
DeriskSet clear time boundaries on board work upfront; involve legal counsel on governance docs; treat association dates as non-negotiable calendar blocks
The Physical Foundation Principle
Notice a pattern: physical health goals appear in nearly every life area, because energy and discipline are force multipliers. The entrepreneur who skips the gym to work longer hours will actually accomplish less over 90 days. Your body is not separate from your business, marriage, or friendships - it is the foundation all of it runs on.
Focus - 2026 Annual Goals
One Year Goals
Bigger picture for the full year. Quarterly goals ladder into these; these give you direction for 52 weeks of decision-making.
The One-Year Perspective
"These goals should feel achievable by December 31st, but they require consistent effort across multiple quarters. They often represent completing major projects, achieving significant milestones, or shifting a trajectory in some area of life."
Personal
Spiritual
+
Finish Bible in a year plan, read 4 books on faith and leadership
Complete full year Scripture reading journey; engage with learning that deepens both spiritual foundation and professional wisdom
Arrow review every week for a full year, maintain consistency
Weekly reflection on all nine life areas creates accountability and prevents drift; by year-end, the habit is automatic
Daily practice maintained for full year, attend 1 retreat
Spiritual discipline becomes non-negotiable; retreat deepens community and resets perspective
Personal
Physical
+
Sub-15% body fat, no nagging injuries, sustained fitness across all quarters
Physical milestone achieved; body responds to consistent investment; move without pain or limitation
Compete in BJJ tournament, complete a half marathon
Public commitment to physical goals; test your training against real competition; prove consistency through structured athletic achievement
Sauna build completed, trees planted, seasonal health practices established
Home wellness infrastructure supports daily practice; connection to seasons and nature becomes rhythm of year
Family
Spouse
+
Rekindle friendship and adventure in marriage
Move beyond logistics and parenting coordination into genuine partnership; remember why you chose each other
Be remembered as the always there dad by year-end
Consistency across 12 months proves commitment; kids internalize that dad shows up for what matters to them
Take brother on camping trip, spend 8 weekends at lake house with family
Quality extended time creates memory-making space; demonstrate that relationship investment is worth protecting time for
Family
Provider
+
Estate plan drafted, $24K in new savings, expense tracking app installed
Affairs clarified and documented; financial foundation strengthened; family has clarity around resources and wishes
Net worth tracked quarterly with family review, spending visibility established
Financial transparency with spouse builds partnership; regular review prevents surprises and aligns spending with values
World
Worker
+
10 paying builders by December, clear brand and content engine
Business reaches sustainable scale; positioning is clear enough that referrals come naturally; systems allow you to serve without working 60-hour weeks
PM Playbook, Monday.com dashboards, weekly hiring activities
Infrastructure for scaling; clear processes for bringing in talent; visibility into what is working and what is not
Playbooks installed for new hires, weekly scorecard reviews, weekly team trainings
Team capability increases; knowledge is not locked in your head; organization becomes less dependent on you for excellence
World
Friend
+
12 deep friend reconnections, Paint Bros winter retreat by 7/30
Intentional relationship investment rebuilds important friendships; hosting creates belonging and deepens community bonds
2 house parties (Spring and Fall), mentoring program established
Create gathering spaces for community; mentor protege develops; reputation as someone who invests in others grows
AA retreat weekend, 4 charity projects with team completed
Service becomes organizational value, not individual practice; team bonds through shared purpose; community impact multiplies
System Investments Pay Off
Notice the 1-year goals cluster around systems and delegation. By year-end, you want playbooks, team capabilities, and organizational clarity - not just more work done by you personally. This is how you move from being a solo practitioner to building something that scales.
Focus - 3 to 5 Year Horizon
Mid-Range Goals
Strategic inflection points over the next 3-5 years. These shape decisions about business focus, family transitions, and major life choices.
The Mid-Range Mindset
"At 3-5 years, you are not thinking about goals anymore - you are thinking about trajectory shifts. Where do you want your business to be? What family season are you entering? Are you positioning for freedom, impact, or a major transition?"
Personal
Physical
+
Physical fitness becomes lifestyle, not goal - move without limitation
Years of consistency mean discipline is automatic; you move, train, and eat well without constant willpower; physical capacity supports everything
Spiritual practice deeply rooted, informing major life decisions
Decade of accumulated wisdom from spiritual practice informs clarity on purpose; you make decisions from alignment not reactivity
Family
Friend
+
Marriage partnership strengthened through multiple seasons and challenges
You have weathered work pressure, parenting transitions, financial stress; you come through stronger and more intimate
Adult children launch with confidence, family relationships characterized by respect and autonomy
Kids move into their own lives knowing you believe in them; you are source of wisdom not control
Financial security creates family freedom and options
Savings, estate plan, and investments mean major life decisions are not driven by financial desperation
World
Worker
+
Business runs largely without you, generates significant revenue
Systems, team, and brand work together; you add strategic value, not daily operational effort; business creates freedom not servitude
Reputation as trusted advisor and builder of people is established
Referrals come from relationship and reputation; you are known for making others successful, not just winning yourself
Major decision point achieved: scale, transition, or focus differently
Business success gives you options; you choose direction based on what matters to you, not financial necessity
World
Volunteer
+
Mentoring relationships producing visible results and second-generation impact
People you have invested in are now leading and helping others; your influence multiplies through relationships
Community contributions feel integrated, not squeezed in
Service is part of who you are, not another task; giving back happens naturally through your work and relationships
Focus - Decades Ahead
Long-Term Vision
Legacy goals. The kind of person you are becoming and the impact that outlasts your daily work.
The Legacy Lens
"At decades, you are not thinking about goals anymore - you are thinking about the person you have become and what you leave behind. This is where quarterly discipline meets long-term vision."
Personal
Mental
+
Physical vitality sustained into later decades
Years of consistent practice mean you move, think, and engage with clarity and strength; you enjoy your grandchildren actively
Deep wisdom earned through experience and reflection
Years of accumulated insight from having navigated multiple life seasons; people seek your counsel
Peace with your choices and who you have become
No major regrets about roads not taken; you made intentional choices aligned with what matters
Family
Friend
+
Marriage that deepens and sustains through all decades
Not just surviving together, but genuinely intimate, playful, and grateful; weathered decades of life and come through stronger
Grandparent children ask to spend time with
Your grandkids light up when you arrive; you have invested in relationships that matter, and you are present and engaged with next generation
Family legacy and culture that outlasts you
Your values, traditions, and way of being have shaped how your children parent their own children; your influence ripples forward
Estate in order, financial education passed on, peace for heirs
Family knows your wishes; affairs are clear; they can grieve without conflict or confusion
World
Volunteer
+
Built something that lasts beyond your direct involvement
Your business, organization, or contribution continues to create value for people; your life is work a legacy
Remembered as someone who made a real difference
Not just financially successful, but someone who lifted others, created opportunity, solved real problems, or advanced what matters to you
Deep friendships and community woven through your decades
You are not isolated in later life; you have people who genuinely know and care about you; you have invested in relationships that sustain
Mentoring generations - your impact compounds forward
People you mentored now mentor others; your influence multiplies exponentially through relationships and values passed on
The Full Arrow Pattern
Notice the arc: foundation (who you are) - context (where you are) - focus (what you will do) - legacy (who you have become). This is not linear progression; it is integration. Your quarterly disciplines compound into annual momentum, which builds the 5-year trajectory, which creates the decade of impact. Every week of consistent action is a thread in the tapestry of the life you are building.