07/01/2026
New year, continued focus.
This year I’m keeping things intentional, both personally and professionally by focusing on consistency over intensity.
Personal goals
- Tracking my macros 🥑
Being more aware of what I put into my body and making better day-to-day decisions.
- Reaching 1,200 elo on Chess.com ♟️
Because I'm obsessed and given the hours I put in, I should be at least this!
Professional goals
- Helping at least 80 more people get on track financially 💷
Providing clear, practical advice that helps people feel confident about their financial future.
- Deepening my knowledge in inheritance tax planning
So I can continue to add real value and help families plan more effectively for the long term.
- Staying consistent with posting on LinkedIn 🖇️
Sharing insights, education and perspective. not noise.
- Building stronger connections within my network
Investing more time in relationships and focusing on long-term, mutually beneficial partnerships.
We talk a lot about compound growth in investing, but the same principle applies to life. Small, consistent changes made over time can compound into meaningful results.
Here’s to steady progress and long-term thinking in the year ahead.
