A Fulfilled Year – a Series: Evaluation

As we move into a new year, it’s an ideal time to reflect on where you stand in key areas of your life. Taking a moment to evaluate your progress in setting intentions, financial planning, health and wellness, social connections, and organizing your life and future can provide clarity and direction. These categories are deeply interconnected, and together they form the foundation for a balanced, fulfilling life.

Start with setting intentions for the year. Consider what truly matters to you—whether it’s nurturing relationships, pursuing a passion, or achieving a personal milestone. Reflect on the goals you’ve set and evaluate how well they align with your values. Are these intentions specific, actionable, and realistic? If not, refine them to ensure they inspire you while remaining achievable.

Next, review your financial health. Assess whether you’re on track with retirement savings, your monthly budget, and plans for major expenses in the coming year. Have you addressed any changes in your financial situation or updated key documents, such as your will or insurance policies? A financial check-in isn’t just about dollars and cents; it’s about creating a sense of security and preparedness for whatever the future holds.

Turning to health and wellness, ask yourself how you’ve been prioritizing both physical and mental health. Are you keeping up with regular checkups and screenings? Have you established a fitness routine that suits your lifestyle and keeps you active? Consider how your habits—nutrition, sleep, and stress management—contribute to your overall well-being. Small, intentional changes here can have a profound impact on your energy and quality of life.

Evaluate your social connections by considering the strength and diversity of your relationships. Have you made an effort to meet new people, or nurtured existing friendships? Are you part of any groups or communities that bring you joy and belonging? Expanding your social circle is not just about adding people to your life—it’s about enriching it with meaningful relationships that support your growth and happiness.

Finally, take stock of how organized your life and future plans are. Is your home clutter-free and reflective of your needs? Have you taken steps to simplify and prepare for life transitions, such as updating key documents or planning for potential downsizing? Being proactive in organizing your life ensures that you’re not only prepared for the unexpected but also free to focus on living fully in the present.

By taking a thoughtful inventory of these five categories, you can identify areas of strength and areas that need more attention. This evaluation is not about perfection but about making progress toward the life you want to lead. With clarity and intentionality, you can use this insight to create a roadmap for a truly fulfilling year ahead.