Part 1: Planning

• Develop a self-directed strategy for life-long managerial and leadership skills development.

• Implement common planning tools to operationalize organizational goals

VISION

To lead a successful investment company, known for expertise and integrity while positively impacting society.

MISION

Utilize financial expertise and entrepreneurship to create lasting value, empower clients, and promote ethical investing for the betterment of my community.

GOALS

Short-term Goal (1 year):

SMART Goal: Complete a certified financial course to enhance investment strategies.

• Specific: Enroll, study, and earn certificate within 1 year.

• Measurable: Obtain certification upon course completion.

• Achievable: Allocate dedicated weekly study time.

• Relevant: Improve financial advice and career prospects.

• Time-bound: Finish course and earn certificate within 1 year.

Medium-term Goal (3-5 years):

SMART Goal: Establish and grow investment company, achieving $1 million annual revenue.

• Specific: Register, build client base, and deliver positive returns.

• Measurable: Attain $1 million annual revenue in 5 years.

• Achievable: Develop a solid business plan and execute effective strategies.

• Relevant: Fulfill entrepreneurial aspirations and contribute to clients' financial well-being.

• Time-bound: Reach $1 million annual revenue within 5 years.

Long-term Goal (10 years):

SMART Goal: Achieve a healthy work-life balance, dedicating quality time to my family, while leading a highly successful investment company with a substantial market presence and a track record of delivering exceptional returns.

• Specific: Prioritize family by spending dedicated time three evenings a week and one full weekend day exclusively with my spouse and children. Lead the investment company to become a recognized industry leader, with a diversified portfolio and a client base of high-net-worth individuals and institutional investors.

• Measurable: Maintain a consistent schedule of family time and track company performance metrics such as annual revenue growth, client satisfaction, and portfolio returns.

• Achievable: Balance work and personal commitments effectively, leveraging a strong team and delegating responsibilities. Implement strategic growth initiatives and build relationships to attract and retain clients.

• Relevant: Ensure the well-being and happiness of my family while driving the success and growth of the investment company.

• Time-bound: Establish a healthy work-life balance, maintain dedicated family time, and lead the investment company to achieve substantial market presence, annual revenue growth of at least 20% per year, and industry recognition as a top-performing firm within 10 years.