So earlier in the year, I wrote a post about the importance of setting goals. We’re now a quarter way through the year, so I’m going to check in on my progress to see if I’m on track to meet my goals.

My 2015 Goals:

1. Pass CPA Exam & Get a Full-Time Offer at EY: 

  • Get a job for the spring to pay for CPA review & improve resume (Got a wealth management internship at Halliday Financial Group)
  • Get CPA review materials in March (Pushed back to April, as I got the majority of my schoolwork for the semester done)
    • Study 2 hrs/day (4hrs on weekends)
    • Form study group
  • Network with 3 new people per week (Sending emails and attending networking events regularly, could focus more on accounting / advisory folks.)
  • Perform at the top of my summer internship group

2. Improve Trading Plan & Expand Blog / Social Media Reach:   

  • Social Media
    • 10k followers on stocktwits (Currently at 7k followers, well on track to meet the goal)
    • 1k followers on twitter (Currently at 530 followers, on track to meet my goal)
    • Combined 20k total page views between DRC and (Currently at ~5k,  on track to meet my goal. Will have to improve the timing of my posts (don’t post at midnight on a Friday.)
      • These will be achieved by creating weekly content that is relevant and informative for a variety of audiences
  • Trading
    • Only taking setups that fit my plan (Eliminated paper trading as it wasn’t an efficient use of my time. My focus should be more on passing the CPA and getting a full time offer for Fall 2016.)
    • Weekly journal & weekend analysis (Tested a few things, weekend report, posting updates on stocktwits, etc… Definitely preferred the latter.) 
      • These will be achieved by sharing all updates on the paper trading portfolio on the blog

3. Health & Exercise:    

  • Exercise (Still working on exercising consistently, just lack discipline. No excuse for it really.)
    • Perform a muscle-up with strict form (Form still sloppy, using too much momentum. Focus on pullups for now)
    • Perform a handstand push-up (Still not over my fear of being upside-down.)
    • Extend wall sit time to 5 minutes (Last attempt was 4 minutes, up 40 seconds from last year.)
      • These will be achieved by exercising Tuesday-Thursday-Saturday in between classes
      • Stretching on Saturday and Sunday
  • Health
    • Get a minimum 5 hours of sleep per night (Don’t sleep late, if I want to sleep more I have to sleep earlier. Alarm set for 5:30 am everyday.)
      • I’ve yet to master sleep. I’ll let you know when I figure out how to approach this one

Hope you all are doing well and achieving your goals so far this year. If you haven’t made goals for 2015 yet, I highly encourage you to do so. It’s never too late to get started.

As always, if you have any questions feel free to reach out and I’ll get back to you as soon as I can.

2015 Goals – First Quarter Update