Celebrate Achievements and Plan for Success

Share via

Reflecting on past achievements can be a powerful catalyst for setting new goals, and that’s the focus of the latest episode of Better Financial Health in 15 Minutes or Less. Hosted by Stacey Hyde, this episode delves into the importance of acknowledging your successes and learning from your near misses. By examining what worked and what didn’t in 2024, you can set yourself up for triumphs in 2025.

Stacey shares her personal journey of discovering Pilates, an exercise routine that transformed her approach to fitness. The key takeaway is to find activities you genuinely enjoy, as this increases the likelihood of consistency and success. If you struggled to meet your goals last year, perhaps it’s time to reassess your strategies and find new methods that resonate with you. This could mean swapping a gym routine for a walking club or meal prepping to improve your diet.

Celebrating your achievements, no matter how small, is essential for motivation and joy. Stacey emphasizes the value of sharing your successes with loved ones, turning personal victories into communal celebrations. This practice not only boosts your morale but also inspires those around you. As you set new goals, consider the milestones you’ve already reached and let them propel you forward.

The podcast also highlights the art of turning near misses into future successes. If you didn’t achieve everything you set out to in 2024, ask yourself why. Was the goal truly important? Did you have the right support and resources? By answering these questions, you can adjust your approach for 2025. Sometimes, the goal remains the same, but the path to achieving it needs a tweak. For instance, if your aim is better health, and previous attempts at running didn’t work, maybe walking or another form of exercise will be more enjoyable.

Financial, professional, and spiritual aspirations are equally important in crafting a fulfilling year. Stacey provides practical strategies for aligning these aspects with your goals. This could involve pursuing a new certification at work, setting financial savings targets, or incorporating daily meditation for spiritual growth. Whatever your focus, having clear, achievable objectives is crucial.

Incorporating small hacks into your routine can lead to significant improvements. Stacey shares her hack for eating more salads by prepping them in advance. Simple actions like this can remove barriers to success, making it easier to stick to your goals. The idea is to find what works for you and implement changes that support your desired lifestyle.

A noteworthy mention in the episode is the idea of having fun with your goals. Whether it’s a reading contest with a friend or finding a new hobby, adding an element of enjoyment can make the journey more rewarding. Life is a continuous journey of growth, and while it’s important to strive for improvement, it’s equally vital to give yourself grace and celebrate where you are.

As we look forward to 2025, let this be a year of growth, fulfillment, and achievement. By reflecting on past experiences, setting clear goals, and embracing the journey with enthusiasm, you can turn your dreams into reality. Remember, it’s not just about the destination but the path you take to get there. So, pause, appreciate your progress, and let’s make this year the best one yet.

Listen to the Episode!

'Better Financial Health in 15 Minutes (or less!)' Podcast

Subscribe to Updates from Envision

We will:
Our approach is to discover a client’s goals, determine the personal financial plan that is needed, and aid the client in reaching those goals. Our success is measured by how well our clients achieve their goals.
Hank has had a distinguished career in the financial services industry, including more than 40 years in the financial planning and securities fields. From 1985 to 2013, Hank provided fee-only financial planning services through his firm, Lifetime Planning, Inc. Hank merged his practice with Stacey’s in 2014. In addition, Hank is a member of both the local and the national chapters of the Financial Planning Association (FPA).
Hank received his bachelor’s degree in business administration from the University of Mississippi, where he also lettered in football. He received his initial securities training at Merrill Lynch. He was a financial planning consultant for the Memphis office of Ernst & Young and financial planner at Morgan Keegan & Company, Inc. from 1982 through 1984. In April 1984, Hank completed his CERTIFIED FINANCIAL PLANNER™ professional requirements with the College for Financial Planning in Denver, Colorado.
In addition to his financial planning practice, Hank has enjoyed serving on the boards of Presbyterian Day School, Second Presbyterian Church, University of Mississippi, and the Christian Community Foundation. Hank served as the chief financial officer of the Christian Community Foundation from its inception in October 1998 until October 2000. Hank enjoys reading, hunting, and attending baseball and college football games.
Clay serves Envision Financial Planning’s clients as the investment officer and portfolio manager. His duties include overseeing the firm’s investment process and money management strategies with a strong focus on “goals-based” investment planning.
As a firm, we believe in concentrating on things we can control such as:
Clay is a native Memphian and a graduate of the University of Mississippi. He began his career working for a regional broker/dealer specializing in fixed-income securities, and prior to joining Envision, Clay was an investment research analyst and portfolio manager for a private wealth management firm in Memphis. Clay currently holds his FINRA Series 66 securities registration and obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2021.
In his free time, Clay enjoys playing golf, exercising, reading, and cooking with friends and family. He and his wife, Margot, have two boys named Callan and Wiley.