Gigi: Welcome, everybody. We’re so excited to see you and to have everyone here. My name is Gigi Sage. We decided to open this up, as we talked about in several of our posts. We do this every year with our mastermind ladies, and it’s always fun when we bring other people in.

We’ve got two hours here that will be both fun and reflective. We’re ready to get started.

Makena: Welcome, everyone. I’m Makena Sage. First of all, as Gigi mentioned, this is a call we lead every year for our Wealthy World Changers Mastermind. It’s our vision and dreaming call for the year to come.

We want to thank you all for being here–our guests and the amazing ladies who invited you to join today. 

We are the co-founders of Way of the Muse™, a global training and coaching organization that supports women to become the woman they’re meant to be, confidently create their biggest dreams, grow their income with ease and flow, and create a life that’s rich in all areas. 

We’re a mother-daughter coaching team. Gigi has been coaching for nearly 40 years, and together we have almost 50 years of combined experience.

Gigi: The reason why we do this is that I’ve found over my 40 years of coaching that it’s incredibly powerful to put your visions and goals down on paper. 

There are so many studies about this. One study on goal setting, done by Dr. Gail Matthews, found that people are 42% more likely to carry out their goals just by writing them down. There’s something about putting pen to paper–taking what’s in your mind and putting it into the physical.

And today, what we’re going to do is actually take it a couple of steps further because what we do is really look and reflect back on the year that’s passed, which is extremely powerful. If you’re like me, you’re busy and caught up in your life. And so, what happens is, if we don’t reflect back, it’s kind of like everything was just, “Oh, yeah, it was great,” or, “Yeah, it was kind of great.”

But when we sit down and really think about it–when we truly reflect–it’s amazing to see what we’ve done, first of all, and then to envision and feel into what we want to experience in the year to come.

We’re starting with gratitude because, as you know, one of the most important feelings in reflecting is being grateful. I love to start the call this way and to approach our visioning this way because I think it’s such an important energy to come from when we’re looking at what we want to do in the next year.

So, what I’d love for you to do right now is write down five things that you’re really, really grateful for from this past year. These can be simple things–like your good health, moments with your loved ones, or wins in your business. Maybe you got a really awesome new client who’s just incredible to work with, or you hit some major numbers.

Take a moment to write this down. Let’s first start out in that heart-centered place, feeling into how much we have to be thankful for and coming from that space as we envision our next year.

Makena: So, let’s start with gratitude first. Everyone, take a moment to write down what you’re grateful for from this year.

A really important thing as you’re doing your gratitudes is to truly feel the feeling of gratitude. Don’t just write it down or think about it and stay in your mind with it. Instead, really tune into your heart. Take a minute to feel those feelings of gratitude–it makes such a difference.

Gigi: And also, if you want to make this a practice next year, it’s helpful to ask yourself why you’re grateful. That’s what I do often, and it makes the gratitude go deeper as well.

All right, I think we’ll move on to the next reflective question. 

What are you proud of this year? What have been your wins and celebrations?

You really want to think about the things that stand out when you tune in over this past year. 

What are those moments, those celebrations, or those things you did where you thought, “Wow, I didn’t know I could do that, but I made it happen”? Because again, it’s great to acknowledge that.

One way of looking at this is to ask yourself: What really worked about your year? What did you love? What didn’t work?

Makena: We’ll bring a couple of ladies up to share. I think for this one, we’ll start with some mastermind ladies. Who in the mastermind would love to share a win or a celebration from this year?

 Monique, are you up for sharing something?

Guest: Good morning! I think one of the top ones on my list is recovering from Beryl in Jamaica. I think that’s a big win. Yeah, the hurricane and getting our villa back up and running. I’m ever grateful to the staff there and the people there and really just everybody coming together to get it done.

And then, out of challenges–when I look at our situation–we talked about this, our admin person leaving. And right now, I look at it, and we streamlined office operations. So, out of a challenge came new beginnings, and I’m grateful for the staff and the people in the office. So, big win.

Makena: Yeah, awesome. Thank you for sharing. Who else in the masterminds could we get a couple of other shares of wins from this year?

Guest: I would love to share a win. Yeah. One of the biggest wins for me this year, and it’s definitely a direct result of the retreat and mastermind, has been my relationship. I feel like it’s a completely new relationship–with a level of stability and wisdom, but also so much newness.

I feel like we just started dating all over again with the level of passion we have now. So, that’s been a huge win for us this year.

Makena: Love that. Thank you for sharing. Beautiful. 

All right, let’s do one or two more, and then we’ll move on. 

Everybody, keep writing your wins and celebrations. You can also start writing what didn’t work if you haven’t done that yet.

Anyone else from the mastermind? Go ahead and unmute yourself if you’d like to share, and we’ll bring you up. Sharon?

Guest: I’ll share. I’ll share that I was very grateful I had the courage to take a year off last year and get support while I was doing so. Taking that year off allowed me to reflect on my past, where I’ve been, and what I’ve done, and to really take the time to recreate a new start for myself and a new vision.

I’m very grateful for that. It took a lot of time. Yeah.

Gigi: It took a lot of courage. And that’s one thing to consider as you look into your visions and what you want to do next year. Looking at everyone’s answers to the questions we gave, many people want to start new businesses or change careers. Are you really looking to level up your business? 

That takes courage. And courage basically comes with commitment–that’s how we get courage. A lot of times, we sit back and wait for it. But when we finally commit to going for it, that’s when the courage kicks in.

Through the action.

So, you definitely did that. That was a courageous thing you did. Now you have clarity, and you’re building the next phase of your business, right?

Did you all do what didn’t work? Because that’s so important to look at. 

Here are two questions: What didn’t work? And then, what would you like to change, eliminate, or delegate next year?

So, when you look and see what didn’t work, then you go, “Okay, is there a way that I can actually eliminate that from my business or my life? Is there a way I can delegate that? Or is there a way that I have to actually change my approach to it? 

And what that means is maybe you don’t like doing something that you have to do, and so you have to come at it from a different way. 

For example, if you have to make your monthly plan and you resist it–you don’t really like paperwork and things like that–can you invite someone in, have a glass of wine, and do it together? 

Somehow change your approach to that action.

This is where our brains get creative. Because when you see what didn’t work, but then you take action around it, it makes it so that next year it actually kind of feels fun to change it, right? 

So it’s not just like, “Oh, my gosh, that didn’t work.” 

You take ownership and ask, “How can I shift that in my business or in my life this next year?”

I want you to look at: How will you do that? 

And when you’re going to change something, really look and see what you will do differently there. Otherwise, it’s just a good idea. 

If you’re going to change a habit, ask yourself: What am I going to do? If I need to create better order, how will I create better order?

Makena: Change mindset to think bigger. Love that. We’re going to talk about that more too. 

Gigi: This is also important if you have your own business. So many times, I see people get into business, and they end up growing a business, but they also end up doing all the admin work instead of the things they loved in their business.

This is a really good thing to look at–what’s not working, and how can you shift that? Go back to why you originally started your business and what you loved about it.

Makena: Yeah, and to be clear, we’re talking about what you want to change in the year to come. So, we’re looking at this year–what didn’t work–and from that, asking, what do you really want to change as we move into 2025?

Someone said they want to stop discounting to attract higher-quality clients and have a clearer onboarding process. 

Another mentioned anxiety and overthinking–they’re going to meditate every morning as soon as they wake up. Beautiful. All right.

Gigi: All right. So, the next question is: Did you reach your goals this year?

We’re just going to focus on four categories: physical well-being and/or self-care, spiritual goals, and financial goals. 

Did you make your goals? 

Now, there are a lot of other areas we could explore, but it would take too long to go into all of them today.

Just tune in to these categories. For physical well-being and self-care–because health is number one on the list, right?–spiritual goals, and then financial goals. 

Makena: If you even remember what your goals were… Many of us can’t remember by the end of the year.

Gigi: That’s why it’s good to write it down. Right? That’s good to know, right?

So, as you move into next year, and now that you’re spending this time and creating this document, you want to keep it present–right in front of you–all the time.

So, what can you do differently next year?

Makena: So, this is something a lot of people leave out. I’ll just say this one thing: when they’re visioning and planning their year ahead, they don’t reflect back.

This is a really important piece because, as you see, it gives you a lot of clarity when you look at what worked, what didn’t work, what you want to do differently, and what you learned this year.

So, we always start here before we look forward.

Gigi: So now we want you to rate your year on a scale of 1 to 10. Ten being, “It was a rockstar year, everything worked,” and one being, “Oh my gosh, we need some work here,” right? And, of course, everything in between–so 1 to 10.

Makena: And do this with a lot of love for yourself, wherever you are and however everything went. This is not about being hard on yourself or thinking, “Oh, I didn’t hit my goals,” or whatever that might be. 

It’s just feedback. It’s about giving yourself a reflection so you can look forward and ask, “Okay, how do I want to navigate the year to come? What do I need to do differently? What support do I need to get?”

Gigi: Now, the big question is: What would make it a nine or 10 next year? If you’re at a two or a four, what would really up your game? That starts to give you clarity.

Makena: Okay, so we are going to go into the part of looking forward here.

Okay, so begin to get comfortable. We’re going to go into a closed-eye process here. And we do this to get you out of your head and into your vision. So, coming from a different place. This is different than goal setting. This is really to tune in and really see what do you want.

Thanks. All right, so everyone, get comfy, take a break there from any technical things, close your eyes if you’re comfortable with that, and take a couple of deep breaths, settling into your body, getting present in the moment here.

And something I always preface these visualizations with is that some people are visual and can see things visually in their mind’s eye, and some people can’t, so don’t worry about whether you see anything, right? It could be feelings or sensations.

So just getting present in your body, taking some deep breaths.

First of all, you’re going to take a moment to feel that gratitude that you felt before. Bring to mind and to heart something you’re really grateful for.

You can put your hands on your heart if you want and really amplify that feeling of gratitude.

And now imagine that that gratitude–it starts to expand into your whole body. Maybe you envision a light, or maybe you just feel the sensation of it expanding out beyond you.

And as it does so, it expands past your body, and it begins to move out in front of you, creating a path.

Maybe it has sparkles, or it’s a beautiful color. And this path is going to take you forward into your best possible version of your future.

So, you begin to step onto this path that’s been paved by your gratitude, continuing to feel all the good feelings and beginning to feel the gratitude for all the blessings that are yet to come your way.

And the first question I want you to ask yourself as you’re walking this path into your best possible future is, how do I feel in the best possible version of the year ahead?

How do I feel? What’s the feeling?

And you might get one word, or you might get multiple. Or perhaps the feeling actually comes into your body right now in this moment.

Best possible version of your 2025.

Now, if it’s not already infusing your body, your energy, your emotions, allow that feeling to come up inside of you now.

And with this feeling, ask yourself, if I knew I couldn’t fail, what would I do?

What would this year be about?

If I knew I would be totally successful at anything I set my mind to, personally, professionally, what would I do?

Taking a few moments to really be with that question.

No holds barred. Going for it 100%.

What do you see? What do you feel?

And then, what are some things you want to change this year? You just did some reflecting back. So, taking a few moments with each of these areas to really reflect on, what do you want to change physically this year? Do you want to move your body or run a marathon, or maybe add some new pieces to your wardrobe?

What about mentally and emotionally? What do you want to shift this year? Maybe there are some things that worked you want to carry with you and some other things you want to change.

In your best possible version of your year.

What about financially?

What would you love to shift this year financially that would just be such a celebration?

Spiritually, is there anything you’d like to change spiritually?

And again, sometimes it may just be a continuation of the things that are already working.

How do you want to give back this year?

Or maybe you want to practice more gratitude.

And is there anything you want to shift in your connections? This could be romantic, could be your family, could be in your friendships and community.

And just a couple more questions. What’s a stretch goal? What’s something that would be so fun to accomplish or magnetize into your life this year? Something that feels like, ooh, it’s a bit of a stretch, but I would love that. That would be so fabulous.

And then finally, what is one area you would love to have self-mastery in this year? So, self-mastery is the process of gaining control over your own thoughts, emotions, and behaviors. So, what’s one area you would love to have self-mastery in this year?

So, as you continue walking this path, imagine that it opens up, and you step into your life one year from now. It’s December 17th, 2025, and you look around you and notice what you see. All of these dreams and visions and goals came true.

What do you see? How do you feel?

Hopefully, there’s some celebration, some elation, gratitude.

Just really anchor that in for a moment. Feel it fully. See what you see. Hear what you hear. Feel what you feel.

Taking another deep breath, slowly begin to come back into this room, into your body.

Taking deep breaths, stretching.

And what we’re going to do is all of you can take notes on what you saw or what you felt. So, what is your vision for 2025? That’s the question. What did you see? What did you feel? Were there any specifics?

So, write that down so you capture that essence.

And we’d love to get a couple of people to come up and share. It can be anyone–you don’t need to be in the mastermind. So, if you’re open to sharing just one thing–we can’t have you share your whole vision because we have to keep these short and sweet–just one thing you saw in your vision. Maybe something that surprised you or something you’re really excited about. Just one thing

Makena: Yeah. Great to see you. So, what was the one thing you wanted to share?

Guest: The vision I had was a second location for my salon, but more of a scalp blow-dry glam bar lounge.

Makena: Amazing. I love it. It’s so funny–I was thinking about you when we started the visioning process here.

Because I was like, I’ll never forget doing the first visioning process with you years and years ago, before you ever… And I saw it so clearly when you described your vision, and you’ve stepped into so much of it now. So very proud.

Guest: I always talk about how y’all changed my life. The women that really changed my life. And I wouldn’t be where I am today without your guidance and trajectory.

Gigi: Oh, nice. That’s so sweet. Great to see your success.

Makena: Yeah. Absolutely. All right. Who else? One second. Maureen, 

Hello. What’s the one thing you wanted to share with the group that you saw?

Guest: Lots of fun and laughter. Just owning that and bringing that to life. I’m a stay-at-home mom, and I homeschool my children, so it’s about bringing more of that joy into our home and our learning.

Gigi: Yeah. Nice. Again, and really thinking through how–you know, how you get that.

Makena: Absolutely. Beautiful. 

Guest: Thanks so much. Thank you. 

Makena: Do you want to bring up more people, Gigi?

Gigi: Yeah, a couple more. Christine, you want to come up?

Makena: What’s the one thing you wanted to share, Christine?

Guest: Well, for me, I want to buy and drive a new car. That’s my…

Gigi: Okay. Awesome. A lot of light there.

Makena: Beautiful. Awesome. We will envision you. Do you know what car you want?

Guest: Yeah, it’s the Hyundai Santa Fe. It’s got kind of a little truck bed on the back so I can bring my scooter along wherever I go.

Gigi: All right, thank you. Misty, thank you. What’s your one thing?

Guest: I’m starting a new course for my new business, and just the way everything is going to come together. It’s, you know, it’s changing lives for women, and I’m just really excited about this opportunity–also, a new studio.

Makena: Okay. One last one.

Guest: Well, I saw a few things. Where I was really surprised was that I want to study something again. I’m not sure what, but my brain wants to be trained on something. This is new–I didn’t expect that.

What also came up is that I want to buy a house in Cape Town. Which is definitely unexpected. 

And the third thing was, I want to let things happen more and not push myself so much.

Makena: Nice. Beautiful.

Guest: So, it’s going to be an interesting year.

Makena: Yeah. Great. All right. So, in terms of your vision, make sure you’ve written down what you saw. 

Then, we’re going to go ahead and move on and begin to go into the planning section of the call–really starting to look at your goals and your plan for this year.

We’re going to do this by focusing in. 

In the vision, we went really broad and looked at the whole picture, right? 

But to create goals, we want to focus on three main areas.

These are the areas we focus on in the mastermind in terms of goal setting. Part of why we do that is because it’s difficult to set goals in 10 different areas at once–then we have so many different things going on, and it’s hard to keep all of that in your head.

So, we focus on three main areas: self-care, physical, and financial. Those are the three areas we’re going to look at.

Gigi is going to give us some examples of goals in these areas, okay? Then you’re going to write down your own goals in your notes. Make sure you’re not writing in the original document again–just write these in your own document or notes.

You’re going to set your top three goals in each area.

Gigi: We do this quarterly in the mastermind. And the reason why is we break it down so the goals are really tangible, and you can go for them. But you’re going to do it more broadly today–you’re going to set goals for the year right now. Like Makena said, three in each area.

I want to give you some examples because sometimes people are like, “Well, I don’t really know.” Right?

Some examples are:

I’ll practice meditation or mindfulness for at least 10 minutes per day, five days per week or more.

I’ll get 7.5 hours of sleep or more at least five days a week.

I’ll incorporate fruits and vegetables into my diet at least once per day.

I’ll read 20 books or more on or before December 31st.

I’ll write in my gratitude journal daily.

This could also include things like getting a massage or anything that’s really, truly self-care for you.

And we really make that distinction in your self-care. There are your self-care goals, but there are also your nurturing goals. 

What are the things that truly nurture you? Because when you include those in your self-care, what happens is they create energy in you.

And everything in our method is about tapping into your aliveness. When you focus on the things that nurture you and bring vitality into your life, it makes you want to take action on your physical goals, financial goals, and everything else.

Makena: And notice that these are all measurable in some way, right? They’re also achievable. 

For example, maybe you say, “five days a week.” It’s not every single day, which can be hard for some of us to hit for everything in our goals, but maybe it’s five days a week or even three days a week.

Gigi: And another important piece is, if you haven’t done five days a week yet, I always encourage starting with three days a week. If you hit five, then that’s fantastic. 

The main thing is creating this game to keep your word with yourself and to have the practice of doing what you say you’re going to do.

Because in anything you do, that’s the underlying thing–when we set these games, and we go for them, and we actually make them happen, it inspires us. It increases our inspiration and enables us to create even bigger stretch goals.

For physical goals, it could be something like:

I’ll run a marathon on or before December 31st, 2025.

I’ll develop a structured training plan and gradually build endurance over the year.

I’ll complete a 30-day fitness challenge.

I’ll take a daily walk or hike five days per week or more.

I’ll learn a new sport or physical skill, like swimming, rock climbing, or surfing.

Maybe it’s something fun and different. Again, surprise yourself with something new–not just your typical goals that you look at every year. When you add something new that brings vitality, it changes your perception.

For financial goals, examples might include:

I’ll create $100,000 or more in revenue collected on or before December 31st, 2025. (And that number could be a lot more or less, depending on your situation.)

I’ll pay off all my debt on or before December 31st, 2025

I’ll save $30,000 or more toward my dream home on or before December 31st, 2025.

Makena: We’re making her say the date a lot. It’s starting to be a tongue twister.

Gigi: Getting a tongue twister here. I’m just going to say ditto, right?

Makena: But notice a couple of things with the financial goals. We always say “the goal or more,” right? If it’s an earnings goal, you always say “or more.” And then we always say “on or before” because you could hit that goal much sooner and exceed it, right?

The other thing is, if it’s an earning goal, make sure you’re clear. If you’re in business for yourself–and this isn’t like wages, because wages are easier since that’s a set number–but if you’re in business for yourself, make sure you know whether it’s collected money (the money that hits your bank account in the year) or contracted money, meaning you have a contract signed with people. Even if they’re paying out over time, you can still count that toward your goal.

So, those are some things to keep in mind with your revenue.

Now, for the goals, you can have up to three in each area. You don’t have to have three in each area–you could have one or two. It’s really up to you and what feels right for you.

But we don’t want to have so many that it’s overwhelming, right? So, up to three main goals in each of these three areas: self-care, physical, and financial.

Gigi: And also, I’ll share with you a couple of ways to structure because, again, we don’t want to start the year off doing 10 new things, right?

So, it’s great to create your year with some kind of rhythm that really works for you.

Makena: I will get a massage once a month, and give myself at least one day off per week. 

Physical: hike two times per week, strength training two times per week. Love it. 

And I would just say two times or more, right? Because you could always do more.

Eat one nutritious meal per day, or I will earn $250k plus on or before December 31st.

And then, is that collected or contracted? I would just make that clear there.

I’ll be caught up on taxes and clean up credit. I’ll save at least $10k by December 31st, 2025.

Mindfulness, strength training, set up banking differently. And what does mindfulness mean, Anne Marie? 

So, you want to be really specific there in terms of self-care. How will you know that you’re doing that?

And then strength training–how often? So, a certain number of times per week.

I will make more money online. So, I’m guessing that’s your financial one. You want to be very specific there–how much and how much in the year, right?

Here we have $250k gross in investment dollars earned in 2025 through real estate investing transactions. Very clear. And I would just say $250k or more. I love that you have the gross in there.

And I would say “on or before December 31st, 2025.”

Okay, $100k or more on or before December 31st. Great. And I’m guessing that’s collected. I would just make that clear.

Four times or more. 30 minutes of yoga a week. Walk into the forest and dance every day–10 minutes. Nice.

So, start to look over your goals that you’ve written down here and ask yourself: Is this a stretch but also achievable?

This is really important. Is it a stretch but also achievable?

We set goals that are so far out there that they feel like, “Oh, I don’t know if I could really do that.” That can set you up for frustration because you get hard on yourself when you’re not getting close.

So, you really want to make sure the goal you’re setting is a stretch, but it’s exciting, right? That you’re like, “Oh yeah, I’m ready to go for that.”

The difference between collected and contracted: Collected means you’re going to actually have that money hit your bank account in the year. Contracted means–even if you had a coaching client, for example, and they signed up in December of next year–you still count the full amount of their contract, even if they’re not paying it all in the year.

So, you want to decide: Are you counting your contracted income or your collected income for the year? Most people do collected, but it’s up to you.

All right, so make sure that your goals feel stretchy, but also achievable. So, you’re not setting yourself up for frustration or failure.

Okay, hopefully, you all have at least one goal down in each area. You can keep sharing those in the chat. You can keep workshopping this.

We’re going to move on because we have some other things we want to cover, but you can come back to this and finish out your goals after we finish today. This is a process you can continue through the holidays if you’d like.

Keep refining and seeing what it is you want to create in the year to come.

So, like Gigi said, we normally take this and break it down into quarterly goals. For those of you in the mastermind, we’ll be doing that as we usually do–looking at the next 90 days.

But for now, we’re going to look at a high-level overview of your year.

On a piece of paper or something, list January, February, March–put some space underneath each one. You want to list all the months of the year, January through December, on a couple of pieces of paper or in a document.

What we want to do is create a high-level overview of your year.

We’ll move through this, do as much as we can, and you can can always keep going with this. 

Gigi: Yeah, I would highly recommend that you go deeper into it. Take this and sit down, spend more time on it, and look at the rhythm you want for next year.

I think that’s so important–to see, like, how do you want your time off? And, you know, what are the different…

Makena, you were going to talk about that, right?

Makena: Yeah. So, what we’re going to fill in for the year is, first of all, any travel or vacation dates you already know about.

Or obligations–you know, if you’re traveling for work or for fun, fill those in first. Anything that’s already set on your calendar and will take a chunk of time, a day or more, go ahead and put those dates in.

For example, underneath January, you might say, “From the 22nd through the 25th, I’m doing this.” Or, for the summer, like Gigi said, “I’m going to take these days or weeks off.”

So, if you already know something set on your calendar–or if it’s something you want to put into your calendar, like time off–put those dates in first.

Gigi: Yeah, and your pleasure things–you know, if you want to schedule, like I schedule one week a month. The last week is not a coaching week for me normally, unless I’ve been traveling or holidaying or whatever. But normally, that’s a week off from coaching.

So, really look and see what works for you. Are there specific days that you’d like to put into your month where you have time off, where you just have spare time or something like that?

Because, you know, when you structure your time, it creates freedom. And so, what we’re doing here is actually structuring your time off because that will create freedom.

A lot of times, people think freedom is just, “Oh, just winging it.” And it’s not–because there’s always stress. Then, you have this spare time, and you don’t know what to do with it, right?

So, it gives you so much freedom when you start to structure yourself and structure your time.

Makena: And thinking about it as a rhythm for your year–the way we usually talk about it–is, what’s the rhythm you want in terms of when you’re working and when you’re off? How are you approaching your year?

So, keep filling that in.

Then, what we’re going to go into next–and you might start doing this as well–is if you’re in business for yourself, it’s going to look a little different than if you’re in a job.

If you’re in a job, then you might have work trips or other obligations you already know about.

If you’re in business for yourself, and you have launches, let’s say, where you know you’re going to do a big Black Friday launch, or you launch in the spring and fall, or you have programs you want to put out, or a masterclass–anything like that…

Then put those launch dates in the calendar. For example, “Okay, I know in this month I want to do something like this. In this other month, I want to do something like that.”

So, put those launch dates in the calendar or any kind of work-related, maybe busier seasons.

You know, we have some people who are tax consultants or tax preparers, and they have a super busy season, right? So, that’s important to note–to know, “This is the time when it’s all hands on deck,” basically.

Gigi: Yeah. Or if your business is seasonal–like ours is very seasonal too.

And then another thing you can do–this is what I work with the ladies in the mastermind on–is theming your months. I love doing this.

If I know in my self-care or my physical goals for the next year that I want to incorporate yoga much more into my life, then I create a month that is my yoga month. What I do is I get in there and do yoga every day or however many days I commit to.

By doing that, it brings that practice into my physical routine, and then I can see if I want to weave it into the rest of my year. It’s the same thing if I say I want to add running into my life.

So, it’s theming your months. It can even be theming them around learning, right?

If I know I want to learn about investing, instead of saying, “Okay, I’m going to learn about investing next year,” I theme a month around that topic. I immerse myself in that topic for that month. What it does is it allows you to take a lot of diverse interests and not try to do them all at the same time.

It lets you incorporate them into your calendar so they’re digestible, right? You immerse yourself in that. Immersion makes it fun–you really learn, and you really get into the practice.

Another thing we do is time blocking. If you’re someone who has to write content–or, well, these days, with chatgpt, nobody has to do that–but time blocking is another strategy.

For example, if you’re someone who needs to write content and you’re trying to do that all through the week, you can take time and put it on Friday morning for three hours. Turn your phone off, turn everything off, and say, “This is my block of time for writing this week.”

What happens is it creates a rhythm. You’re not always thinking, “Oh my gosh, I should do these things.”

The same thing applies to admin tasks. If you have a lot of admin work and you’re doing it a little bit here and a little bit there, take it and put it into one day a week for a certain amount of time–say, two hours. Turn off everything–your phones–and focus on those two hours. Then you knock it out.

There’s something about that that is so powerful. There are statistics that show every time we move from one task to another, we lose focus. When you start to time block, you build your focus, and you get so much more done.

Makena: So again, you’re going to keep filling this calendar in as you go and on your own time, because we won’t have time to go much longer here.

But one thing I really want you to ask yourself is, once you’re done filling in your calendar for the year, will this plan for your year get you to your vision and goals? Right?

For example, if you’re in business for yourself and you’ve laid out your different launches and the things you’re going to do in your business, does that add up to the number you want to make in the year?

Or if you’ve allocated time for different kinds of physical activities, will that allow you to get to your physical goals?

It’s really important to zoom out and ask yourself that question because otherwise, we’re setting ourselves up–we’ve made this whole plan, but it may or may not actually get us where we want to go.

So, we are going to go into breakout rooms here in just a moment.

What we’re going to be doing in these breakout rooms is starting to look at what could get in your way.

So, you’ve set your vision for the year. You have some goals. And then, often, things show up, right? If we look at why we didn’t accomplish some of the goals in the past year, of course, some of those things were out of our control or unexpected. But a lot of times, certain patterns show up.

Maybe self-doubt comes up again and again. Or maybe you always get distracted by different things, right?

So, what are the things that come up that get in your way? Are there patterns or things that you notice there?

A lot of times, it’s helpful to look to the past for clues. What has stopped you in the past from reaching your vision and goals? Do you notice anything that repeats itself? Or is there anything that could get in your way now?

It could be internal factors or external factors.

The reason we do this is so that we can make a plan to address these breakdowns before they happen.

For those of you in the mastermind, of course, we’ll continue working with you on these in the group calls, as well as through your private coaching and voice note support.

For those of you who are not yet in the mastermind, you’ll have a chance today to talk about what you could do and how you could approach this differently.

So, the first breakout room we’re going to put you in will pair you with a partner. You’ll have four minutes for one person to answer the question:

What could get in the way of me achieving my vision and goals this year?

That’s the question.

What could get in the way of you achieving your vision and goals this year?

Some examples might be distraction, getting in your own way, not being able to figure out what you really want to do, illness of yourself or others, lack of organization, lack of consistency, lack of focus, or lack of strategy.

Okay, we’re going to do one more round.

The new question is: How will you handle this when it shows up? What structures can you put into place, or what support do you need?

For example, if it’s consistency, you might think about when you’ve been consistent in the past. What worked for you then?

If it’s focus, what could help you be more focused? Are you going to time block? Are you going to try different strategies?

If it’s illness of yourself or others, and that comes up frequently in your world or has been an issue, then think about what systems you can put in place so that even if it happens, it doesn’t take you fully off track. Right? That you’re planning for that and accounting for it happening.

Okay, so is everybody clear on the question?

Gigi: Yeah. And if you’ve set your three major goals, sometimes when you think, “I don’t know what to do,” you can look at your goals and think, “If I want to make 100K, then I work backward and ask, what would it take for me to do on a daily basis to move that forward? What would be one action I can take?”

What do I need to do? Do I need to reach out to five people?

So now I want to talk about what we’ve seen from doing this work over a long time: there are actually two main categories of people who come to these calls. It can be really helpful to identify and know which one of these groups you’re in. It clarifies things for you and supports you in navigating how to achieve your vision and goals.

Category One is people who are ready to really stretch. You have that feeling, like I talked about with a few of the women, when I knew I was ready to stretch. You’re really ready to achieve some big things in the year ahead. You feel ready now. You’re tired of going slowly, tired of making those little incremental changes, and you’re ready to take a really big leap.

This leap might be growing your business or income to the next level. For some of you, it might be starting a business or changing your career. Or maybe you’re thinking about diversifying and exploring new kinds of income streams.

It could also be some other big stretch goal, role, or project, like Makena talked about–something that’s a little outside of what you’d normally do, but you feel this energy, like, “I know I can do it.”

This category of people is really ready to get uncomfortable. That’s what it takes to really go for something because they know the payoff on the other side is so worth it. These are the people who say, “If I knew what to do and the steps to take to get there, I would absolutely go for it.”

So that’s the first category.

Category Two is people who are happy with incremental growth. They want to have a great year, but they aren’t looking to grow or stretch themselves in a big way.

Here’s the thing–this is completely okay. But it’s really important to know yourself and what feels right for you right now.

It’s also super important to be honest with yourself because if you’re that person in Category Two, but you keep pushing yourself and pretending to be the person in Category One, there’s always going to be frustration and pain. You’ll never feel satisfied, right?

So, it’s really, really good to choose and get clarity on that.

Makena: Yeah, so everyone, take a moment and reflect on which one feels true for you right now.

Is it Category One? 

Are you in this place where you’re really ready to stretch yourself? You’re willing to get a little uncomfortable, and you’re like, “You know what? That’s what this year is about. I’m ready to go for it and make a big leap in some area.”

We mentioned a lot of business and financial areas, but it could be a different area. We just tend to find that’s often where people want to make the huge stretches, or at least one of the big areas.

Or are you really in a place where you’re like, “You know what? I’m good with incremental growth right now. I’m good with taking this just piece by piece, step by step. That’s what really feels right for me.”

So, write it down in your notes right now–Category One or Category Two. Whatever you choose, own it. Own it and feel good about it.

That’s really, really important.

For those of you in Category Two, what we’re covering in this call today should give you enough of a vision and plan to go off of. You can go through your notes, keep working this, and that’s going to give you a lot to work with.

But for those of you in Category One, this is really just the beginning. It’s a jumping-off point, because now you know the high level of what you want, what your goals are for this year, and you’ve started to map out your plan and what could get in the way.

Next, we want to go into some open coaching and Q&A. We want to give you the opportunity to do one of two things here.

If you have a question on anything we’ve covered today or anything you’re not clear about moving forward, just say “question” in the chat, and we can bring you up.

This is also a great opportunity if you have a question for any of our mastermind members. We didn’t actually tell them this, but hopefully, someone will be willing to answer.

If you have a question for them–if you’re curious about them, about this program–not so much detailed questions because you can always reach out to me personally, you can text me if you have a question.

But if you’re curious about their experience or anything about them, you can say, “question for a mastermind member,” and then we’ll open it up and see who would like to share.

So go ahead and put your questions in the chat.

Okay, let’s bring Anvita up first. Okay, great. What’s your question?

Guest: Hi, everyone. Okay, I just wanted to clarify. Is this a question for you, Makena and Gigi, or is this a question for them?

Makena: It could be whatever you want.

Guest: Whatever you want. So, I found that when you were talking about the category, I thought it was really interesting because, in the past, I’ve always made myself like Category 1. Like, I’m like, “Oh, I’m going to stretch big,” and I’ve actually found that I’m more of a Category 2.

And I felt some shame come up when I was honest with myself. And so, I’d love to talk through that because I don’t think I’m the only person probably experiencing that.

Gigi: So, in terms of shame, there should not be any.

The main thing is, there are also seasons in business. If you are at the point of building and you can only do what you can do right now, then you have to make that so okay. So, so okay.

And that’s the thing–where you make the distinction is to own that. Totally own that over this next year, because then what will happen is, you’ll really start to build.

And when you’re ready for your next stretch, yeah, then you’ll go for it.

Otherwise, you’re always stretching, and you never settle and really, really go into what you need to do step by step to build.

Guest: Perfect. Thank you.

Makena: Yeah, there are seasons, right? There are seasons for stretching, and there are seasons for incremental growth, and that’s okay.

Just really know where you are and own it because that sets the tone. Everything in nature is like inhale, exhale, right? We expand, and we contract. So, we need to have these different times and seasons, and really honor the season that you’re in.

Beautiful. Thank you.

All right. Maureen had a question for a mastermind member: What has been your biggest breakthrough in terms of taking action toward your goals?

So, are there any mastermind members that would be willing to share? Just unmute yourself and share.

We’ll bring you up. What’s been the biggest breakthrough in terms of taking action toward your goals?

Guest: I’ll quickly share around my relationship. The biggest breakthrough has been communicating without creating resistance, and telling my partner what I want instead of what I don’t want. Those two things have been absolutely life-shifting for me in my relationship.

Makena: Yeah. So, even though it’s a business mastermind, we do a lot of work around communication.

Whether it’s business, goal-oriented, or something else, it doesn’t have to be a business goal–it could be a project or a bigger dream. But we do a lot around communication, and that’s some of what Shari is speaking to.

Guest: If anyone else wants to respond… Maureen is my friend, and I feel like I’ve shared that with her before. So, if there’s anybody else who wants to jump in…

Makena: Let’s get one more share.

Guest: If it’s okay, I’d like to share because I just saw…

I’m a go-getter, but I wasn’t consistent. And there was one year where I really just committed to one hour–my power hour–every day, where I focused on making contacts.

This made a difference. I had a stable income of $13,000 a month and made more than $100,000 or $150,000 that year.

And just spending that one hour doing nothing else but making contacts–that was my breakthrough.

Makena: Nice. Thank you.

And Monique had her hand raised, so let’s do one more share here.

Guest: Two things for me. I think discovering how to be–I was always searching for more, but my “more” has turned out to be being the backpack for Michael, to give him that energy so that we do better as a business together.

But in the last quarter, just really through Gigi and Makena, we put up those goals visually so that I look at those goals every day–financially–and I’ve become very grateful for achieving those goals and surpassing those goals.

Whereas before, I wouldn’t have even known how much I’m bringing in, what I’m making. 

I think that shift made a huge difference, and I’m grateful for that.

Makena: Beautiful. Thank you.

So Francesca had a question. Let’s bring her up. Thank you, Maureen, for that great question.

She said: What’s the best way to move past your old ways that are holding you back? What’s one thing that works?

So, Francesca, if you’re up for coming up, it’s easier if we can talk to you.

Guest: Okay, I’m up.

Makena: Okay, we’ll spotlight you here.

Guest: Perfect. Yeah, I’m at the beach, so I look perfect.

Makena: You look gorgeous and beachy.

Guest: But I think my question was more about setting goals. You know, they fall by the wayside, they change throughout the year, or it never seems to happen.

What’s one way to really make it happen? Like, when you set that goal–just one thing.

I mean, there are a lot of things we can do–write it down, put it on the wall. But what’s…

Makena: What is it? What did you identify as the thing that usually holds you back from doing that?

Guest: I just… I’ve really re-identified this in my chat, actually. I’m setting the wrong goals.

Makena: You set the wrong goals?

Guest: They’re not the goals that are fulfilling me or making me happy. They’re goals toward achieving something I think I should achieve, but I’m never enjoying them.

So, I’m just setting the wrong goals. But if I do set the right goal… I don’t know. I just wanted to know if you had one thing that really works.

Gigi: Well, if it’s the right goal–and the right goal, to me, sounds like it would have energy, it’d have aliveness, you know, you’d be inspired by it–it’s really so simple.

It’s just a matter of going, What’s the one thing I could do every day to move that goal forward?

That’s it. That’s the question.

Put it on your calendar–every single day. Or four days a week.

Makena: That’s basically what Connie was talking about with the power hour: having time every day to move something forward.

That’s one of the strategies we teach. And then having accountability and support–because a lot of times, that’s what it takes.

If you’ve been trying to do it on your own and it’s just not working, like you said, first, you need to make sure it’s the right goals and the right vision.

But as long as you’ve done that–and hopefully, the process we went through today really helped you with that–then you might be someone who needs that support and accountability.

And that’s true for many, many people. That’s why they get coaching or support, in whatever form that takes for you.

Guest: I like that power hour. I really like that.

Gigi: Because often you see with this work, I talk to people, and they say, “You know, I want to do this, or I’m going to do this in my business.” And then I talk to them three years later, and they’re still in the same place.

The key driver, often, is support–because sometimes just having accountability and a group, a team, or people who support you is the thing that makes you move to the next level.

Guest: Yeah, that’s the missing link. Thank you.

Makena: Yeah. Hopefully, you’ll come to either do the one-on-one call or the group call. So, be sure to text me.

Okay, Delilah said one more question for the mastermind ladies who have a very chaotic, kind of ADHD mind. What was the one thing in this coaching that shifted things for you?

Anna said accountability helped me so much in the group.

Okay, is there anyone in the mastermind who feels like you are a little more chaotic or ADHD, and you want to share something that’s been helping you with that?

Guest: I’ll share.

Makena: Yeah, I was looking at you, Sharon, with all the love.

Guest: I definitely have a chaotic, ADHD mind, and then some. So definitely the accountability and the transparency–like being honest and being vulnerable–has helped me so much.

But I think the one thing–well, two things… The first is that power hour we just spoke about. And the second is time blocking, which was a game changer.

I used to time block and then just not pay any attention to it and find something else to do. But now, I really do focus and have at least one hour a day where I’m fully focused on moving towards my goals.

For example, today I’m just trying to seal up some things for retreats next year and get the information I need. There will be one hour where that’s all I’m going to do–just that–until I get it done. I’ve never been able to operate that way before.

Makena: Beautiful. Thank you. And thanks, Sharon, for sharing.

We had some other shares in the chat. The group support–Anne Marie said clarity and up-leveling her business.

So, yeah. Beautiful.

All right. Thank you so much for being here today. Let’s get a couple shares before we go, just because we have a couple of minutes left.

What are you taking away from today? What’s your biggest takeaway from today?

Time blocking.

Hour of power. I love it.

Planning the year ahead.

Yeah, and that’s something else I wanted to say–like with Sharon–I think she would agree with this. It’s also about just getting it all down on paper and having the support to do that in a way that’s structured.

Having that plan to keep coming back to, and then, of course, the accountability and support as well.

Little things become big things over time if you’re consistent.

The power of community.

So excited to have an actual plan for next year and grateful to have support.

Clearly, goal setting is powerful.

Good time for reflection and envisioning.

Setting goals for self-care is a thing–yes!

It’s most powerful to meet myself where I am and celebrate myself, not always focus on the gap.

Do one thing every day to be without shame and clear on what has to be done.

Time blocking was so helpful to think ahead about what could block progress on goals.

Yeah. Super important. That helps me have an actionable plan over time–over a dream. Love that.

Love the monthly themes and awareness of Category 2.

Time blocking.

Overall, I’m at Category 2 right now–or I own that I’m at Category 2. Beautiful.

A positive, supportive group of people is key to up-leveling and meeting goals.

Yeah, I really want to acknowledge you all for being here. Taking the time–two hours out of your day–is a big deal, especially in the middle of the day for many of you.

And this is just the beginning. Keep working your plan. If you want to do one of those calls, reach out.

 Bye-bye! Great to see you all!