Structuring Trading Goals for Success: A Comprehensive Guide | Jan 10, 2025 | 6 of 6

Bringing It All Together

If you’ve been following along, we’ve reviewed the prior year, identified what we want for 2025, and narrowed it down to a goal with actionable leading steps. Now, it’s time to create the final Goal Sheet using the framework from the Best Self Journal. This structure will help turn your aspirations into achievable actions.

Step 1: Define the Outcome

The first step is to clearly articulate the outcome. This is what you aim to achieve by the end of the 90 days, along with the category of life it falls into.

Hima’s Example Outcome Goal:

• Outcome Goal: Become fluent in the drawing tools in TradingView that I already use in TradeStation.
• Category: Finances

Note that other categories may include Health, Work, Relationships, Spirituality, Personal Growth, Mindfulness –> there’s no wrong answer here!

Step 2: Identify Your Motivation

Understanding why this goal matters is crucial for maintaining focus and commitment. Write out your reasons for pursuing it.

Hima’s Example Motivation:

• To gain a greater variety of trading strategies for managing my mom’s inherited retirement accounts.
• To explore additional indicators and strategies unique to TradeStation and TradingView.
• To improve as a teacher and mentor for students who use or are interested in TradingView.

Step 3: Set Milestones for Progress

Break the Outcome Goal into smaller, measurable Milestones that contribute to the larger outcome. These can be Progress markers that are lagging (think money made, weight lost, etc.) or they can be set of actions that if accomplished would likely lead to the outcome. The key is that they ensure steady progress.

Hima’s Example Milestones:

1. Create a list of all the tools I currently use in TradeStation.
2. Learn the tools in TradingView, practicing until I master them.
3. Make at least 10 video lessons for the Tribe this quarter demonstrating what I’ve learned.

Step 4: Define Actionable Steps (Critical Drivers)

For each milestone, outline specific, actionable steps—what the Best Self Journal calls “critical drivers.”

Hima’s Example Critical Drivers starting with Milestone 1: Create a List of Tools

• 1A: Review my six course portals, the S&P Edge Pro research service portal, and the Blueprint Mentorship portal .
• 1B: Document tools from each resource, creating a comprehensive list
• 1C: Check the list to remove any duplicates
• 1D: Check the list to add in any tools that I use that I may not have created a TradeStation tutorial for

Milestone 2: Master Tools in TradingView

• 2A: Schedule a 60-minute block every Friday to explore up to 3 tools in the TradingView platform.
• 2B: Record a Loom video during each session to capture my own learning process, whatever I uncover, no edits.
• 2C: Review the three tools I learned how to use and update my master list with a status for each: Done, Doing (if further inquiry is required), Not Applicable (if for some reason the tool doesn’t exist in TradingView)

Milestone 3: Teach Lessons on the Tools to the Tribe

• 3A: Each Monday, choose one tool from the prior week’s exploration
• 3B: Create and record a lesson for the Tribe and post it where appropriate (specific course portal, Youtube channel, etc).
• 3C: Gather feedback from my trading students and ask for suggestions on tools to cover next.

Note that it’s recommended to have max 5 Critical Drivers per Milestone, and max 3 Milestones. Less is more here!

Step 5: Accountability

Accountability is essential for achieving goals. Decide who or what will keep you on track and how they’ll do it.

Accountability Examples For You:

• Share your goal with a family member, friend, or colleague who can periodically and proactively check in with you. It’s important that they believe in and support your success, otherwise find someone else.
• Commit to journaling weekly progress updates as you work toward your goal. Inanimate objects like physical or digital journals can provide great accountability when used correctly!
• Work with a professional coach to ensure that you take the most efficient action and receive expert guidance for when you get stuck along the way.

Wrapping Up the Series

The Best Self Journal includes other features that can enhance your goal-setting process. If you’re using this journal or decide to check it out, let us know! I’m happy to share more about how I use these tools to maximize time, energy, and resources.

And (drumroll please) this blog post concludes this 6-part series on reviewing the year, defining what you want, and setting clear, actionable goals for 2025. I hope you’ve found this process helpful and inspiring!

If you’ve followed along or have feedback, please reply or comment on any of the blogs in this series. And if at anytime you’d like to know how we can support you in reaching your goals, reach out to us at [email protected].

Now go get ’em!