Have you tried goal setting before, only to give up and decide it just doesn’t work for you?

You’re not alone—I hear it all the time.

And here’s what I’ve found: it’s not that goal setting doesn’t work, it’s that something important is usually missing.

The goal setting method that works for me has 3 simple steps:

1. REFLECT
2. REFINE
3. RISE

When you follow all three, goal setting can be truly transformative—for your business, your family, and your life. The problem is, most people skip straight to Steps 2 and 3.

You can’t make a plan for where you want to go until you’ve reflected on where you are now.

If you’ve skipped the REFLECT step in the past, I highly recommend starting with the Wheel of Life exercise. It’s a simple yet powerful way to get clarity.

The Wheel of Life helps you evaluate your life across 8 key areas:

Work | Health | Finance | Spirituality | Friends & Family | Joy | Romance | Learning

Score each area out of 10 and shade in the circle accordingly. The goal is balance—a smooth, even wheel that helps your life roll forward without chaos or burnout. When one area is way off from the others, that imbalance shows up in your energy, mood, and results.

This visual tool is a favorite of mine. It gives instant insight into what’s working and what needs attention, which then makes it easy to set meaningful, actionable goals.

Want to take your goals to the next level?

Book a Simply You & I Coaching Session and let’s work through it together—step by step.