To continue to deliver on our promise to create long-lasting and measurable changes that improve lives and build strong communities, we must align our actions and behaviors to build trust with our members. By aligning our goals and our behaviors to Marc Life and personal finance strategy, we have a clear understanding of what we are accountable for and can be true partners with members to help them achieve lifelong well-being.
Goal alignment is the process of deciding what you or family need to achieve over a particular period in order to drive positive lifestyle changes and outcomes. You, your partner, and other members in your family should have a money alignment discussion to collaborate and develop meaningful goals that connect to your financial strategy and financial goals. Goals should be discussed frequently throughout the year and adjusted as priorities shift.
Here are some general guidelines when identifying goals:
- Set no more than 3-5 realistic goals.
- Set SMART goals to drive higher goal achievement.
- Set \”stretch goals\” to help with development. Stretch goals build on current abilities and challenge us to learn new skills in order to upgrade our capabilities.
- Discuss goals throughout the year to foster and support completion of goals and to reset priorities based on family changes (visit Marclifellc.com for resources on Marc Life family strategy).
And don\’t forget, for us to encourage, improve and recognize all the ways individuals contribute to the family and shared outcomes, we must assess goal performance by not only what (results), but also the how (our behaviors as we pursue results). How we work is as important as what we do and should increase goal attainment in a way that strengthens your families financial path we are on and help others be more successful. Your performance and impact – what you do and how you do it – ultimately contributes to your financial rewards.
The how is based on the behaviors that are expected from all family members. Embodying Marc Life’s Values and additionally the Leader Standard for family leaders is what makes us different at Marc Life. Learn more about our family values at Marclifellc.com and the Mission statement at Marclifellc.com.
When should yearly goals be reviewed?
ML circle members are encouraged to add 2022 goals via a calendar, journal or vision board between October – December of each year and should be updated throughout the year.
Visit the www.marclifellc.com section at marclifellc.com to find additional resources to support goal alignment.
Want to learn more about how your mindset contributes to your financial rewards? Search \”Mindset\” in the Marc Life website. For members not on the ML subscription (MLC), reach out to via email or DM us for more details on ways to join and how your individual performance is connected to your money goals.