‘Setting my Vision Whatever the Time of Year’


In this episode I talk about how I set my vision and why 1st January is not the only time that you can set a vision. I talk about vision, dreams and goals and that my dream is when I am looking long term at my future in three to five years time while my vision is where I want to be in a year time and my goals are more specific ways in which I am going to meet that vision and therefore the dream.

Setting the Vision

1. Spend no more than 10 minutes thinking about the year ahead and writing down some initial thoughts about what I would like it to look like, this is not the final vision but is a great way to get those initial thoughts down on paper.

2. Break your thoughts down into four main areas, i) work and business ii) finance iii) family and relationships iv) health and well-being.

3. Take each of these four areas in turn and carry out a mini audit of them outlining what is going well, what is going not so well and what parts of your vision is in line with that particular area for the next 12 months.

4. Finally go back through them and start setting some goals.


Goals need to be specific, achievable and also aspirational to give you something to work towards and aim for with realistic timeframes. 

A Visual Vision

Once I have got my vision for the year together I do then like to be a bit more creative and put photos and pictures of them together in a vision board which I keep printed out next to my desk so I see it everyday and it reminds me of the direction in which I am heading.

Review, review, review

Your vision needs to be a constantly moving document that you review regularly.


And finally goals do not need to be set for a year and they don’t need to be set on 1 January for the next 12 months. It doesn’t matter what date you are listening to this as today is the perfect day to put together your vision for the next month, quarter or year.

I meet lots of women who dream of setting up their own business but are finding it difficult to navigate those first steps and often don’t know where to start, what the priorities are or where to find the information they need.

Sometimes it is a business in a completely new area that they are passionate about or it might be a hobby they want to take professional and sometimes they just think that their dream business is really only a dream and there is no chance of it becoming reality.

I am lucky enough to have worked with women in this situation and while it is not always easy and they have put in some hard work and hours it has been a privilege to watch their businesses grow and flourish. We all have at least one business in us and my free guide will help you work out what yours is. It is a tried and tested process and the exact one that I go through with my clients.

To download it, go to the monthly financial routine guide page

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