Getting There


3 Steps to Effective Goal Setting

GATES PASS ADVISORS - 3 Steps to More Effective Goal Setting

What do you want to accomplish? Successful goal setting starts with the answer to this question. But it doesn’t stop there. It also explores the obstacles you might encounter along the way. 

Lela Meinke has over 30 years of corporate and entrepreneurial experience, is a certified  ASQTM Lean Six Sigma Green Belt, and is the founder of Serenity Cards and Coaching, providing performance and resilience coaching. If you’re ready to successfully reach your goals, Lela recommends the following three steps:

  1. Know Your Purpose

To start, take time to explore your goals. What’s your “why?” What are you passionate about? What brings you joy? Your “why” is actually behind what you want to accomplish.  Answer these questions and you’ll know what you want and why to provide fuel for your goals.

  1. Determine Your Process

After you understand your why, you need to understand your how. What is your natural way of thinking, feeling, and behaving? How do you get things done? There are numerous tools, to help, like Gallup’s CliftonStrengths® Assessment. The assessment measures your natural patterns of thinking, feeling, and behaving and categorizes them into 34 specific themes across four broader domains: execution, relationship building, influencing, and strategic thinking. A person high in the execution domain likes to get things done, but their theme – achiever, responsibility, etc. – will determine how they do it. In contrast, a relationship builder may be motivated more by the benefit to someone close to them. Understanding what motivates you and how you approach tasks is key to accomplishing your goals.

  1. Involve Other People

Purpose and process won’t matter unless people are involved. Whether they are part of your goal or part of your process towards reaching a goal, involve those around you. Leverage your relationships to find coaches, mentors, and accountability partners that can provide advice, encouragement, and keep you on track. Find others with domains and themes that complement yours and help fill in gaps. For instance, it’s always a good idea to have a strategic thinker in the midst when setting goals. If that isn’t you,  find someone who is and include them in your process.

Remember that there is no one-size-fits-all approach to set goals and measure success. Your goals will be unique to you, and they can be as simple as picking up a new skill or learning to support a loved one in a new way. Figure out what you want to accomplish, determine what tools and people can help, and make it happen!

For more information about Lela, her monthly coaching newsletter, weekly workshops, and more, visit For help to set and reach your own financial goals, use the contact link at the top of the page to see how Gates Pass Advisors can help.

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Jason Wade