You can’t change what you refuse to confront.John Spense
The journey back begins with a solid look at where we are starting, our current state. Thus, we are going to call this part a Current State Life Analysis, sounds really official, doesn’t it? It’s actually quite simple and not very official at all.
As part of our Current State Life Analysis wee talked about every aspect of life. We talked about all our hopes and dreams, where we are today, and where we want to be. We talked about what made us happy and what didn’t. We talked about where we thought we were doing our best, and where we weren’t. It wasn’t a single organized structured conversation. It was many conversations, often hard conversations. As a result of those conversations, we had a good grasp of what was going well and what needed improvement.
One of the things my husband and I agree on is the Keep It Simple principle. The more complicated you make things the harder it is to accomplish and sustain. That is why we are keeping our focus on three main categories:
- MONEY / FINANCES
- MENTAL / SPIRITUAL
- HEALTH / FITNESS
If you google life plan you will find there are lots of websites, lists, templates. Many have life broken down into categories like career, family, finance, spiritual, community, hobbies, social. So to keep it simple, we took a holistic look at each of those categories, which does include things like career and family, but more in the context of how do those things impact our mental state and financial state.
Looking back on the conversations we had, it really boiled down to answering these questions for each category:
- Do we have the same values or priorities?
- Do we have a definition of success and goals?
- Do we have a plan to reach our goals?
- Are our day to day actions in line with reaching our goals?
- Do we feel we will be on track to meet our goals?
Once we answered those questions we knew where we stood. And let me tell you, it wasn’t much of a surprise to us that the results were not pretty. I mean hello, we felt the need to have the conversations for a reason, right?
So here they are…
Current State Life Analysis Results:
MONEY / FINANCES
Health / Fitness
OVERALL RATING: SIGNIFICANT ROOM FOR IMPROVEMENT
These results probably make you wonder, how we got here. They definitely made us wonder. Where did we go wrong? I will discuss this in a separate post, but honestly how we got here doesn’t matter as much as how we are going to proceed.
As always, if you enjoyed this post or found it useful, please comment and share it with those you feel would enjoy it or benefit. Have you ever considered doing a Current State Life Analysis? What were the results, was it hard to do?