Setting Intentions and Specific Goals
Once the reflection phase is complete, Peter turns toward the future. He begins by asking what he wants the next year to feel like and why it matters. For him, the answer right now is freedom and the ability to be fully present with his children. Understanding this emotional reason helps direct the decisions that follow.
He also brings his wife into the process early. He begins planning on his own to collect his initial thoughts, then they sit together to talk about travel, family goals, work schedules, and what each of them wants. This teamwork prevents surprises later and creates alignment at home.
When he sets goals, he avoids vague statements like “travel more” or “invest more.” Instead, he chooses goals that are measurable. These include how many trips he wants to take, how many deals to invest in, or how much time he wants to reclaim. Adding numbers and timelines makes the process real and gives him a natural roadmap.






