As an entrepreneur, it’s easy for goal setting to focus only on revenue, productivity, or growth — while the rest of life gets handled reactively.

At some point, several years ago, our haphazard approach to annual planning stopped working. So, my husband and I created a simple annual goal setting process that helped us step back and look at the whole picture: our work, our health, our relationships, and how we wanted to move through the year together.

Over time, it has become a cornerstone family ritual—one that supports us as we build our businesses and keeps us connected with our kids and each other as life gets busier and more complex.

So many friends—especially entrepreneurs with kids—have asked how we do this every year. Therefore, I finally recorded a New Year’s Eve episode of the Physician Business Podcast and created this accompanying workbook.

The Entrepreneur’s Annual Goal Setting Guide will help you:
✅ Reflect on the past year without judgment or pressure

 ✅ Set goals across your whole life, not just your business

 ✅ Create clarity around what to start, stop, and continue

 ✅ Stay connected with the people you care about in your life - even as your business grows

 ✅ Build a sustainable rhythm for revisiting goals throughout the year 

You can follow The Entrepreneur’s Annual Goal Setting Guide solo, with a partner, or with your whole family—whatever fits your needs and season of life.

How it works:

You’ll be guided through a simple 6-step annual process that:

• Starts with reflection
• Moves into individual and shared goals
• Creates visibility and flexibility
• Includes optional monthly check-ins

No perfection required. No rigid system to maintain.

Perfect for:

• Busy entrepreneurs
• People balancing work, growth and relationships
• Parents who want to model healthy goal setting (without making it another job)
• Anyone who wants goals to support life - not consume it