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In this episode of the Building Bigger Lives podcast, Michael and Kathryn discuss the importance of annual planning, distinguishing it from quarterly or monthly planning. They emphasize that annual planning is a strategic process that involves aligning goals with resources, and it's a time to evaluate strategy before delving into tactics and execution. They discuss the three parts of an annual plan: reflect, connect, and plan. The reflect stage involves reviewing the past year, considering both positive and negative events, and learning from experiences. The connect stage involves reconciling reflections with data points, ensuring that the words and pictures match up. The plan stage is where the actual planning takes place, based on the insights gained from the previous stages.

It's mportant to have a plan, be flexible, and dedicate time for planning to reduce anxiety and improve decision-making.

Building Bigger Lives Podcast-

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Contact Coach Michael Regan-

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Contact Kathryn Pedersen-

http://www.instagram.com/steamboatmortgage