2024 Review and Planner

2024
Review
Goal Planner
Financial Advisor
In 2020, I left a full-time job to start my business journey.
Becoming an entrepreneur has done more for my personal development than all the
books I’ve read. I’ve worked through self-imposed limits and created a lifestyle around
doing things that are scary and exciting. I regularly do the courageous and the
uncomfortable.
This guide is here to help you live your life on your terms. You will gain insights as you
reflect on past, present, and future. Most importantly, you will take the right action to
get the right results.
If you remain committed to the process, then you are likely to look back on 2024 with
pride and gratitude rather than regret and disappointment.
Here’s to getting started,
Bereket Kelile
2024 Review Goal Planner

1
If you’d like to create a powerful year ahead, you need to
be asking the right questions.
Questions change everything…
What follows are the powerful questions to create your

best year yet.
If you do this alone, there are 5 rules:
Block out 1-2 hours.

Go somewhere inspiring. A beach, a park, a hotel, a lovely restaurant.
Turn off your cell phone.
Work through the questions.
Be prepared for an insight that shifts everything…
2
THE PAST
Look back over the past 12 months. Review your calendar.

Review your bank account
1. What are you most proud of personally and professionally?
2. What was the hardest thing you had to overcome? What did you learn from it?
3. What and who energized you the most?
4. What—and who—drained you the most?
5. What—and who—are you still tolerating?
6. What were the 1-3 activities or habits that created 80% of your success, happiness
and health?
3
7. Who were the 3-5 people that helped you produce 80% of your results? (Clients,
colleagues, friends, loved ones).
8. What were the 1-3 activities or habits that created 80% of your problems, unhappiness or
poor physical/mental health?
9. What goals did you not accomplish? What got in the way?
10. How are you different at the end of this year from 12 months ago?
11. What coincidences, lucky moments or miracles occurred this year? How did you
create them?
12. What is one thing that you spent money on that provided the most value?
13. How did you waste the most money?
4
14. What are you grateful for?
What are your top 3 insights
5
THE PRESENT
“If it entertains you

now but will bore you
someday, it’s a distraction.
Keep looking.”
– Naval Ravikant
1. What is your Zone of Genius? (The thing you are best at—and it’s so fascinating
that it feels effortless).
2. What’s missing from your life and/or business? And how do you keep it out?
3. What are you tolerating? (If an activity, a person or a habit in your life is a 7/10 or
less, you’re tolerating it).
4. What are the top 1-3 things on your list that you’ve been procrastinating on for
weeks, months—or even years?
6
THE WHEEL OF LIFE
1. Health [0-10] How does your body and mind feel?
2. Wealth [0-10] How do you feel about your financial

situation?
3. Spirit [0-10] Are you connected to something bigger than

yourself? Eg. God, purpose, spirituality, or values).
4. Family & Friends [0-10] How do you feel about the quality
of relationships in your life?
5. Love [0-10] How do you feel about romance in your life?
6. Work/Team [0-10] What or who energizes you? What or who

drains you?
7. Personal Growth [0-10] How much time do you invest in self-

improvement for professional development.
8. Fun [0-10] How much time do you devote to re-creation and

fun?
9. Technology [0-10] How does technology energize you? How

does it drain you?
10. Environment [0-10] How do you feel about your physical

environment?
What are your top 3 insights?
7
THE FUTURE
“To achieve great things,

two things are needed: a
plan, and not quite
enough time.”
– Leonard Bernstein
1. Imagine 3 years have gone by and they were the best 3 years of your life… What
were the top 1-3 things you accomplished that have given you a tremendous sense
of pride, success and happiness?
2. If in 3 years time you are disappointed with your results, why will that be? (Let’s
be honest, we always know in advance why we’ll fail at something).
3. What’s your breakthrough goal? (If you were only allowed to focus on one goal
next year, which goal would be most likely to ensure that every other goal was
accomplished—even if you were not allowed to work on them).
8
4. Who do you want to be by the end of next year?
5. What’s one thing you want to start doing next year?
6. What’s one thing you want to stop doing next year?
7. Who in your life deserves more attention next year?
8. What’s one word or sentence that sums up next year?
Great questions deserve great answers. Block out significant time to reviewing this
year and creating next year. It will have a big impact, I promise you.
I believe in you,
Bereket Kelile
9

2024 Review and Planner

Uploaded by

Copyright:

Available Formats

2024 Review and Planner

Uploaded by

Document Information

Original Description:

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

2024 Review and Planner

Uploaded by

Copyright:

Available Formats

2024

Here’s to getting started,

2024 Review Goal Planner

Questions change everything…

What follows are the powerful questions to create your

If you do this alone, there are 5 rules:

Block out 1-2 hours.

Look back over the past 12 months. Review your calendar.

1. What are you most proud of personally and professionally?

3. What and who energized you the most?

4. What—and who—drained you the most?

5. What—and who—are you still tolerating?

13. How did you waste the most money?

What are your top 3 insights

“If it entertains you

2. Wealth [0-10] How do you feel about your financial

3. Spirit [0-10] Are you connected to something bigger than

5. Love [0-10] How do you feel about romance in your life?

6. Work/Team [0-10] What or who energizes you? What or who

7. Personal Growth [0-10] How much time do you invest in self-

8. Fun [0-10] How much time do you devote to re-creation and

9. Technology [0-10] How does technology energize you? How

10. Environment [0-10] How do you feel about your physical

What are your top 3 insights?

“To achieve great things,

5. What’s one thing you want to start doing next year?

6. What’s one thing you want to stop doing next year?

7. Who in your life deserves more attention next year?

8. What’s one word or sentence that sums up next year?

You might also like