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You all know what happens at the end of each year: people get excited about the new cycle and make lots of New Year’s resolutions. Even though these are necessary, they should not be the only thing you do. Enters the concept of annual family board meetings.
A family board meeting is simply a conversation that involves everyone responsible for the family as whole. It’s a great opportunity for you to take a bird’s-eye view on how life is playing out, and discuss how you’re doing as a family (and individually), keep track of everything that’s going on, and also plan for the future in various life categories.
Luis and Callie have been doing it since 2020. And today, they elaborate on how they structured their own family board meeting at the end of 2021 so you can emulate it and adapt it according to your own needs and desires.
Starting with a “Vision Casting” section that allows you to dream big all the way to the “Financial” section that forces you to think through how to make these dreams achievable, a board meeting helps you objectively look at everything going on in life — and makes sure you do what you need to do to head in the direction you want. Personally, as a partner, and as a family.
What You’ll Learn:
- What’s a Family Board Meeting? And Why is it Important?
- How an Annual Family Board Meeting Can Complement Your Shorter Review Cycles
- How You Can Structure Your Own Board Meeting
- Why You Don’t Need to Have Kids or Even a Partner to Hold These Meetings
- The Main Categories Worth Covering During the Board Meeting
- Some Prompts for Each Category That You Can Use to Guide You
- Why You Should Probably Start the Meeting by Envisioning Your Desired Future…
- …And Why You Should End It by Talking About Money
- The Importance of Having Some “Me-Time” Alone for Yourself
Resources Mentioned:
Family Board Meeting Template
Engineering Our Future #64 – Developing Systems to Achieve Goals
Atomic Habits – James Clear
The One Thing – Gary Keller and Jay Papasan
I Will Teach You to Be Rich – Ramit Sethi
The Personal Finance Guide That Will Teach You How to Make, Manage, and Spend Money in 2022 and Beyond
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