Who Needs A Coach? I Do.

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We all have a different way of approaching a new year. Some make resolutions, some set goals, some do nothing at all. Like many, my focus at the beginning of most years has been on fitness. 

For years I considered myself a “fit” person. I played sports, ran, lifted weights occasionally and never had any reason to visit the doctor, and therefore, never did.

All in all, I was probably “ok”.

Well, that all changed in early 2016 when I first stepped into a CrossFit box (what we call the gym). If you ever feel the need to be humbled, take your ego to the nearest box and try to complete a CrossFit metcon workout “as prescribed”. It’s likely going to be the most difficult workout you’ve ever done.

My idea of what it meant to be “fit” was destroyed on day 1 of CrossFit.

So, this past year I set several goals, as usual; business goals, personal goals, family goals and at the direction of my coach, CrossFit goals. I had set CrossFit goals the year before, but I didn’t quite understand what it was all about, so the previous years’ goals were more like a set of glorified hopes.

But 2018 was different. I really thought about WHY I wanted to get better at CrossFit, WHAT skills I wanted to train to get better and the ACTIONS that would be required to be successful. And rather than focus on the results, I focused on one primary goal which I knew I could control: SHOW UP.

That’s it. Show up consistently, 3-4 days per week, work hard and good things will happen.

I wasn’t aiming for perfection, I was aiming for sustainability. I needed to build a habit, so I focused on a simple, achievable goal that I could control, and trusted the results would follow.

I then put my faith in my coach to program workouts that would position me to achieve my goals, and she did. Together, we accomplished all but one goal (5 of 6 and it’s on my list again this year), and my health and overall quality of life is better than it’s ever been. Committing to show up just one day at a time, over the course of a year, has changed my life.

So how does this relate to financial planning?

In Every. Possible. Way.

Studies show that you are 80% more likely to achieve a goal when it’s written down. Imagine how much that percentage would go up when you have a coach to help hold you accountable.

I did the heavy lifting (literally), but I believe that the real reason I achieved my goals was because I had a coach that cared, took the time to research and program great workouts, answer my questions at 8pm about the correct way to do a kipping pull-up and tell me to get my lazy butt back to the gym when I’d miss a few days.  

Without her expertise, encouragement and planning, I likely wouldn’t have dared to set the goals I did, and almost certainly wouldn’t have achieved them.

My job as an advisor is to be a coach for my clients. I strive to help them think outside the box and confidently set goals that allow them to live their best life. We work together to achieve those goals over time by showing up everyday and putting our trust in one another.

No matter your approach, a new year provides an opportunity to start fresh. If you’ve been in a rut, are looking to get organized or wanting to take your finances to the next level, let’s chat. I’ve never been one to think that there is only one way to be successful (at anything), but I can assure you that by simply putting pen to paper and working together, we will have an opportunity to achieve great things.



I hope to utilize this blog to share information and talk about concepts related to the financial planning and investment world that I think likeminded people will find valuable. This blog will not be used to send "spammy" marketing garbage, I assure you.

Joshua Dandurand