90. Setting Goals That Make Your Palms Sweat: A Real Guide for Financial Coaches

Remember when making $2,000 a month as a financial coach felt almost impossible? I sat at my kitchen table dreaming about it, having no idea how I'd make it happen. That was my first BHAG (Big, Hairy, Audacious Goal), and it made my palms sweat just thinking about it.

Today, my BHAGs are much bigger—and yes, they still make my palms sweat. Because here's the thing about setting goals for your coaching business: if they don't make you a little nervous, they're probably not big enough.

This week, I'm sharing the exact process I use to set goals that actually mean something—not just arbitrary revenue goals that other people talk about or goals that I think I “should” care about. We'll talk about those sneaky stories holding you back (like my old belief that making too much money would make me less relatable to clients), and I'll show you how I plan my entire year around what matters most.

Plus, I'm giving you real homework at the end of this episode. Yep, homework. Because we're not just here to talk about goals, we're here to make them happen.
Ready to set goals that excite you and scare you at the same time? Let's make those palms sweat a little.

Note: If you're in the Financial Coach Academy®, this pairs perfectly with exercises 1.21 and 1.22 in Module 1. And if goal-setting for a whole year feels overwhelming? We'll talk about how to start with just 90 days instead.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Financial Coach Academy®
• Client Creator Challenge
  
  

Key Takeaways:

• Your big goals should make your palms sweat. If they don't make you nervous, dream bigger.
• Planning is a skill you build. Start with 90-day goals if annual planning feels overwhelming.
• There's a story behind every limitation you accept in your business. Find it, flip it, and watch things change.
• Use "Good, Better, Best" goals instead of single targets. It keeps you moving forward even in tough weeks.
• Give your business priorities the same respect you give client appointments—show up prepared and on time.
• Personal commitments go on the calendar first, then business plans. Your business should add to your life, not drain it.
• Pick just 2-3 numbers to track, mixing things you can control with actual results.