Taking Stock in the New Year

It’s easy to forget how far you’ve come sometimes. Just like how you won’t notice subtle changes in your child’s height until you measure them, we don’t notice our own improvements until we track them and pay attention. This year I’m taking stock of a bunch of different metrics in my life.

From my finances, to my business and relationships, I wanted to take a moment and look at exactly where I was at the start of this year. A year from now, I’d like to look back at it all to see what’s working, what’s not, and how to assess for my year ahead.

Whether you want to create a spreadsheet or simply a list in your phone’s notepad, here’s what I am tracking if you’d like to do the same:

Finances: Assets

  • Checking Account Balance
  • Savings Account Balance
  • Tax Savings Account Balance
  • Money Market Account Balance
  • Roth IRA Balance
  • Business Account Balance

Finances: Debts

  • Personal Credit Card Balance
  • Business Credit Card Balance
  • Car Loan Balance
  • iPhone Balance (I hate that I even had to write that)

Business: Contract Work

  • Previous Year’s Workshop total
  • Previous Year’s workshop attendee total
  • Previous Year’s Conferences & Preferences (and this year’s goals)
  • Previous Year’s Online Business Numbers: Profit/Loss

Business: Studio

  • Current Number of Classes & Schedule
  • Class Attendance Averages
  • Current Member Number
  • Current Staff/Instructor List
  • Monthly Average Profit/Loss

Personal: Body

My studio members and personal training clients are all getting their assessments done and so I’m doing the same work they are and am with them every step of the way.

  • Weight as of January 2nd
  • Body Measurements in Inches
  • Body Fat Percentage and BMI
  • Strength Test Measurements
  • Current Injuries / Tweaks (and what I’m recovering from)
  • 2020 Goals from a movement hobby perspective (dance class and climbing goals)

Personal: Other

  • Relationship status
  • Status of relationships with family members
  • Status of relationships with close friends
  • What I’d like to do differently in 2020
  • Previous Year’s Travel
  • This Year’s Travel Dreams/Goals
  • Previous Year’s Proudest Moments
  • This Year’s Dreams/Goals

If I think back at where I was this time last year, I know some areas have improved while others have declined. I don’t have exact stats on those like I will this time next year, but I can remember certain figures. This has helped me shape how I’d like to focus and prioritize the upcoming year. If you were to do the same thing, what sorts of things would you want to take stock of in your life currently?

Happy New Year, everybody!

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