The Importance of Setting Goals

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The Importance of Setting Goals

Goal setting is the talk of the town (and the internet) this time of year, and for good reason. As ever-evolving humans, goals encourage us to keep working to become the best versions of ourselves.

To get you thinking about who you’d like to be and what you’d like to accomplish in 2022, we had each team member at The Humphreys Group share both a personal goal and a financial goal for the new year. We hope this inspires you to come up with a goal or two of your own!

Diane Bourdo, CFP®, President

Focusing on cultivating and nurturing personal connections has been a theme for many of us during the pandemic. In 2022, I’m going to double down. That is, I want to be in touch with and support my inner circle of friends and family more proactively, consistently, and frequently. In “Everyday Vitality,” Dr. Samantha Boardman describes what makes for a healthy relationship. Reading her list was a true “aha” moment for me, and I plan to keep it front of mind.

Here’s what Dr. Boardman says constitutes a meaningful relationship (defined as healthy and fulfilling):

  • One that has frequent positive interactions
  • Not ridden with conflict or contempt
  • You feel cared for, appreciated, and understood
  • Simple everyday positive interactions
  • Without being overinvolved (just a tad too much concern)

On the financial side of things, I’m going to take a closer and harder look at subscriptions of all kinds – all those charges on auto-renewal that are not too costly on an individual basis but that add up. Sometimes I’ve lost track of that fact that I’m even subscribed! Time to pay attention and weed those out!


Lexi Olian, CFP®, Director of Financial Planning

There have been so many limitations on our lives over the last year, I want to practice being open to new experiences. My personal goal for 2022 is to try something new at least once a month. It could range from taking a hike with a new friend to outrigger canoe paddling.

As for my financial goal, now that the kids have grown up, I need to dust off and update our estate plan documents. This has been on my list for a while and I’m going to stop procrastinating!


Hallie Kraus, CFP®, CRPC®, Financial Planner

After the chaos of the last two years, my personal goal is to look for more outlets that help me feel more present and grounded. I’m going to start by learning how to garden! I recently moved to a house with some raised garden beds, which means I need to put them to good use!

My financial goal is to buy term life insurance for myself and my husband. We both have family members who have experienced medical issues, and it has underscored for both of us how important it is to ensure the other is protected in the event of an emergency. By purchasing a policy in our early 30s, we’ll lock in a low premium that will be well worth the peace of mind!


Liz Paxton, Director of Operations

My birthday falls not long after the New Year and I’m always tempted to put off making any resolutions until then – but this year seems to warrant focusing on goals and resolutions right away and not delaying! On the personal side I want to do a better job of paying attention to what I eat and drink and what affect it has on me. Starting the New Year with a weight loss goal is a tired cliché, but I would like to pay more attention to cause and effect and try some new ways to moderate my diet.

My financial goal is to evaluate my personal and household finances through the lens of sustainability. We work with our clients on this all the time. Time for the cobbler’s children to get some shoes!


Katie Kneuker, Operations Associate

A personal goal I have for 2022 is to be more creative in the kitchen. It’s been too easy to get stuck in a rut and make the same few dishes that I am comfortable with but that makes it less exciting to cook at home and more enticing to eat out. So, a personal goal for this year is to try a new recipe at least once a month so that we can get new creative dishes into the regular rotation.

On a financial note, I’ve had the same car insurance policy since I got my first car over 12 years ago. I originally selected this insurance company because my family used them and had a personal relationship with the representative. However, I recently decided to start looking at some of my recurring bills to see if I could find any obvious cuts. I was able to get a few insurance quotes and quickly realized I could have the same coverage for significantly less per month. I ended up finding a company that bills insurance based on miles driven so this should save me quite a bit every year and now I feel like I should’ve made this change years ago! It was a good realization and has motivated me to look at other regular expenses that I might be able to cut easily.


Goal Setting with The Humphreys Group

While setting goals is a great start, putting an action plan in place to actually achieve those goals is an important next step. Interested in bringing some of your financial goals to fruition this year? Get in touch with our team to start mapping out next steps!