Category: Goal Investigation

  • Learn the basics of Goal Investigation

    Learn the basics of Goal Investigation

    Take the overwhelm out of your Crossroads Journey

    Learn how to investigate your goals and take the overwhelm out of navigating the crossroads you are currently at, whether that’s in your career, your life, your relationships, or even how you manage your money. This video will step you through getting a look at your life now. Idea Playground of your paths you are exploring. Then you will set up your first short-term goal.

    Get a snapshot of your life now

    So that you know where you want to go, you will first need to know where you are right now. So in your journal, or if you are part of the HGD Crossroads Program, use the Life Assessment and Reflection Worksheet.

    How satisfied are you with your Wealth Life Area: that is your career/job/occupation or business, what you do with your money, any debt that you have, and any savings or investments that you may have.

    You will use a scale from 1 (most satisfied) to 5 (least satisfied) [on-screen text: the Satisfaction scale]. And next, how important is your Wealth Life Area to you? 1 being the most important and 5 being the least important.

    How satisfied are you with your Relationship life area: this is all of your relationships – family, friends, partner, workmates. Using the same scale, rate how satisfied you are. Now, how important are your relationships to you?

    Finally, you will look at your wellbeing life area: this encompasses your health and fitness, your overall wellbeing, your living conditions, what you do in your free time, how relaxed you are, and your feeling of being in control of your life.

    Once you have this snapshot, take a few moments to journal a reflection. How do you feel about where your holistic life is right now? What do you want to change? What area of your life are you happy with right now? What area of your life needs attention right now?

    Idea Playground

    Now that you know where you are, we can start brainstorming where you want to go, or the crossroads that you are at. This will help you with the next step, where you will plan your first short-term goal or trial Crossroads path.

    On a fresh page in your journal or in the Idea Playground worksheet, either create a mind map or free-write your thoughts. From your life snapshot, what do you want to explore more? Do you have an idea of what your short-term goal will be? Just dump all of your thoughts out of your brain and onto the page. This will help to free up your brain and help you to gather your thoughts about what you want to achieve.

    Your short-term goal roadmap

    Now that you know where you are in life, and you have dumped your thoughts, let’s get the goal details fleshed out.

    1. Give your goal a title
    2. Describe your goal
    3. When do you want to achieve your goal? The goal deadline.
    4. What does goal success look like? How will you know you have achieved your goal?
    5. What do you need for your goal?
    6. What do you already have for your goal?
    7. What do you have to do to achieve your goal? Your action steps.
    8. Out of what you have to do, what is the first action step?
    9. Remember to record your achievements and to celebrate them

    If you would like to go deeper with your Crossroads Journey, head over to my website and enrol in Module 1: Basics or book in for a 1:1 Video Call Goal Investigation Session. https://hgdnz.online/

    Bye for now, go and take your first action step.

  • Your Dream Plan: Month 1 – Clarity & Confidence

    Are you ready to start building the life you actually want? Month 1 of Your Dream Plan Action Life in 12 Months is all about Clarity & Confidence — getting clear on what matters most and taking your first small, meaningful steps forward.

    This month is designed to help you reflect, prioritise, and begin creating momentum without overwhelm. Think of it as your foundation month: everything you do here will make the next 11 months easier, more focused, and far more intentional.

    What to Expect This Month

    Your Month 1 journey is broken into four weekly steps, each building on the last. You don’t need to have all the answers — you just need to show up and explore.

    Week 1 – Brain Dump + Clarity Starter

    This week is about getting everything out of your head. The goal is to notice what matters most, identify the noise, and start to see patterns. You’ll explore your life as it is now, without judgement, and start uncovering the areas that need attention.

    Week 2 – Boundaries + Energy Check-In

    Where is your energy going? What drains you? What fuels you? This week helps you notice your patterns and begin making space for what supports your goals. It’s about creating a sustainable rhythm — not doing more, but doing what truly matters.

    Week 3 – Micro Dreams + Action Planning

    Small, intentional goals are powerful. This week, you’ll identify your Micro Goals — the actionable steps that are meaningful, achievable, and aligned with your priorities. These small wins build momentum and confidence.

    Week 4 – Progress Review + Next Step Planning

    By week 4, you’ll reflect on your progress, celebrate wins (even the small ones!), and shape a personalised plan to move into Month 2 with clarity and momentum.

    How You’ll Work Through Month 1

    You’ll be supported every step of the way:

    • Weekly worksheets: Brain dumps, reflections, and goal planners to guide your journey
    • Check-ins via email: Optional personalised feedback through email packs
    • Space to reflect and act at your own pace: No pressure, no live calls — just consistent, meaningful support

    Your Mission This Month

    By the end of Month 1, you’ll have:

    • A clear sense of what matters most in your life right now
    • Identified your energy drains and sources of support
    • Started working on at least one Micro Goal
    • Built confidence in taking consistent, small actions
    • A personalised plan to carry forward into Month 2

    Remember: this isn’t about perfection. It’s about progress, reflection, and action — one email, one worksheet, one step at a time.

    Next Step

    Your journey starts with Week 1: the Brain Dump + Clarity Starter. Start exploring your thoughts, feelings, and priorities — and don’t worry if it feels messy. This is your life, your pace, and your path.

    By showing up now, you’re already moving towards the life you truly want. Let’s get started!

  • When the Roadblocks Aren’t Visible

    When the Roadblocks Aren’t Visible

    Sometimes the biggest roadblocks aren’t the ones people can see. They’re the ones that happen quietly — in your body, in your mind, in your energy levels. Chronic pain, mental health challenges, grief, burnout… they can all slow progress in ways that don’t show up on the outside.

    Here’s what I’ve learned about moving forward when your roadblocks are invisible:

    1. Set flexible milestones. Give yourself space to adjust deadlines if your health or circumstances shift.
    2. Use micro-steps. On tough days, even 5 minutes of progress counts.
    3. Plan for recovery time. Build rest into your schedule the same way you build in work.
    4. Celebrate quiet wins. Not every victory has to be big to matter.
    5. Communicate when needed. You don’t have to share everything, but letting trusted people know your needs can ease the load.

    If you’re facing roadblocks — visible or not — remember: progress isn’t about speed, it’s about direction. Even small steps can keep you moving toward your goals.

  • ✨ Movement, Mindset, and Motivation — In Your Inbox

    ✨ Movement, Mindset, and Motivation — In Your Inbox

    How Email Coaching Can Support the Life You’re Designing

    📝 Real Talk
    Let’s be honest — staying motivated isn’t easy.
    Whether you’re rebuilding after burnout, navigating grief, or juggling all the hats, sometimes the hardest part is just keeping yourself going.

    Here’s the truth:
    💡 Motivation will let you down.
    That’s not a flaw — it’s just life.

    The key?
    Build habits that hold you — especially on the days you don’t feel like showing up.
    Habits rooted in clarity, support, and kindness — not pressure.


    🌿 Maybe You’re:

    • Overworked
    • Burned out
    • Holding it all together for everyone else
    • Recovering from trauma or grief

    Whatever your story, you deserve support.
    Pause.
    Take a deep breath.
    Let’s set you up to take care of you.


    💌 Enter: Inbox Investigators

    My simple, flexible, email-only coaching program.
    No Zoom. No pressure. Just gentle, personal support — in your inbox.

    👉 Explore the coaching plans here


    🌱 The Trio That Keeps You Going

    🏃‍♀️ Movement

    Encouragement to take action — even when energy is low.

    Examples:

    • Task check-ins
    • Mini goal-setting nudges
    • Gentle accountability

    🧠 Mindset

    Support to reframe challenges and celebrate progress.

    Examples:

    • Coaching reflections
    • Reassurance that it’s okay to pivot
    • Encouragement to rest without guilt

    ⚡ Motivation

    Delivered when you need it most — no Zoom, no judgment.

    Examples:

    • Weekly prompts
    • Celebrating wins (big and small)
    • Support without overwhelm

    💌 Why Email Coaching Works

    Life doesn’t always follow a schedule — and inbox support lets you grow at your own pace.

    It’s flexible.
    It’s personal.
    And it’s powerful — especially if traditional coaching feels too intense or out of reach.

    You don’t have to:

    • Show up perfectly
    • Have all the answers
    • Push through exhaustion

    You just need to start — and I’ll meet you where you are.


    🎯 Choose Your Coaching Path

    Whether you need a light check-in or a full coaching journey, Inbox Investigators has a plan that fits:

    Lite Week – A gentle, low-pressure start
    Trial Plans – Full access, no ongoing commitment
    Monthly or Bundled Plans – For steady support and savings

    👉 Click here to explore the coaching plans


    💛 You’re Not Behind

    You’re not failing.
    You’re designing your life — one step at a time.

  • Today is a good day to take action

    Today is a good day to take action

    Hey there, Goal Investigator! If you’re waiting for a sign, a push, or a nudge to start working on your goals and dreams, consider this it. You’ve got this! Sometimes, the idea of taking that first step can be scary, like a terrier. But remember what Mel Robbins says: 5, 4, 3, 2, 1, launch. In this case, it’s 5, 4, 3, 2, 1, take action.

    Today is a good day to take action

    Hey there, Goal Investigator! If you’re waiting for a sign, a push, or a nudge to start working on your goals and dreams, consider this your push. You’ve got this! Sometimes, the idea of taking that first step can be scary and terrifying. But remember what Mel Robbins says: be like a rocket going into space 5, 4, 3, 2, 1, launch. In this case, it’s 5, 4, 3, 2, 1, take action.

    Often, we get caught up in our heads on what we should do and get stuck in analysis paralysis. We get so stuck in the research stage that we forget to actually take action and get started. Because at the end of the day, we aren’t going to achieve our goals and dreams if we don’t start taking action. It doesn’t have to be a big, scary action; it can be baby steps. It’s just the first thing you can think of to get started. Often, the hardest part is getting started.

    Is there a daily activity you can incorporate to build a habit and make progress? For instance, if your goal is fitness, consider a thirty- to sixty-minute walk before work with your dogs. The initial attempts might be challenging, but if you persist, it will soon become a part of your routine.

    Another example is if you are writing a book, is there a time of the day that you can write for thirty to sixty minutes, OR are you more motivated with a number of words? How many words each day can you write at a minimum? My minimum number of words daily is 300. It is a doable amount, and often, I will write more than this. 

    What I am saying is to set a minimum goal to get you started, and often, once you are started, you will do the full amount or more.

    Let’s build a community of support and motivation. Share your tips and tricks for getting started and staying on track. Together, we can overcome procrastination and achieve our goals.

  • Take baby steps

    Like many of you, I often feel overwhelmed by a large goal or an extensive Task Tracker list. The sheer magnitude can lead to procrastination, self-sabotage, or a belief that the task is too daunting to tackle. However, I’ve discovered a powerful strategy that brings relief: breaking it down into manageable baby steps.

    First, I gain an overview of what I want to achieve by brainstorming the goal and listing all the tasks I need to complete. I also take time to define what success looks like for me. Then, I work backward from the desired outcome, identifying the steps needed to reach it. Once I have a clear destination in mind, the next step is to plan my first move. This simple act of planning helps me feel more in control of my journey.

    What is the very first thing I need to do? Is there anything else I can tackle in the meantime? Sometimes, I find myself waiting for someone else to respond. During those moments, it’s essential to practice patience and tolerance. Can I do something else while I wait?

    Personally, I start with the big picture and then determine the next step. After completing that step, I move on to the following one. At times, I need to plan several steps in advance, especially if they build on each other or if there are time-sensitive tasks involved.

  • Planning for the week ahead, 7 April 2025

    Can you believe we are already into the second quarter of the year? That means three months have already gone by. Have you done your quarter plan? Or are you winging it? We all know how I feel about this. Have a loose plan so that you know where you are going.

    Holistic Goal Detectives products:

    What you will need for the weekly planning session:

    • Your diary/planner (and any writing instruments you use for a physical planner )
    • April monthly planner (Planning for April 2025)
    • Your quarterly planner (Preparing for Q2 and Q2 2025 Quarterly Plan)
    • The monthly Task Tracker

    The steps to planning your week:

    1. I first transfer any appointments from the monthly planner to the appointment section on the relevant days.
    2. Then, in my quarterly plan, I review the plan for April so that I have it clear in my head.
    3. Next, I consult the Task Tracker for April to identify the tasks I can tackle this week. I then allocate them to their respective days, giving me a flexible yet structured plan.I also record anything that I achieved last week in The Quarterly Plan. This could be a project milestone, a personal goal, or a significant event that impacted my plans.Then, I go down to the Goal Tracker section and record up to seven Goal Tasks I want to track this week. For me, that can be
      • the minimum sales goal with space to write the actual amount
      • The number of days I walked 6,000 steps
      • The amount of sales directly from HGD LTD, not other avenues
      • And I have space for four more items

    Remember, the beauty of this planning process is its adaptability. Most of the time, I review the daily tasks on the actual day, allowing for any unexpected changes or additions.

  • Where are you currently in life?

    Embark on the Life Assessment, a crucial step in the Create Your Dream Plan Action Life. This assessment, which I’ve shared my own version of, serves as the cornerstone for understanding your current life situation and setting your future goals.

    A clear understanding of your current situation is the key to unlocking your future goals. It’s like a puzzle, where each piece represents a different aspect of your life. For instance, my accident led me to rely on government financial assistance. But I’ve set a goal to replace this with my own earnings, not just to improve my life, but to gain independence and self-sufficiency. 

    Having this figure allows me to set smaller goals (milestones), the first of which was to have a Gross wage of $160, and the next milestone will be $200, and then $250, and so on until I reach the magic number of $700. This also allows me to set business financial goals with the target of $850 (The wage is about 82% of sales). But this is just a starting point. Once the business has reached this sales goal, it can switch to the next financial goal. 

    I want to add that once I have raised my wage to $700, I need to stay there for at least 13 weeks. Another way to look at it is for an entire quarter, plus the partial quarter if the target isn’t reached at changeover. This is to allow me to get comfortable in my new situation before levelling up again. This can also be referred to as reaching an upper limit. You can find more on this by reading or listening to Gay Hendricks’ “The Big Leap.”

    You need to ask yourself, where are you now? And where do you want to go?

    Want a planner to help you plan and track your quarterly goals? The Quarterly Planner is for you.

  • The Quarterly Planner

    Unlock Your Potential with The Quarterly Planner!

    Are you ready to take control of your time and achieve your goals? Introducing The Quarterly Planner, your ultimate tool for effective planning and personal transformation. This planner, designed with practicality at its core, empowers you to take action today and make meaningful progress over the next three months, giving you a sense of control and confidence in your journey.

    Why Choose The Quarterly Planner?

    • Structured Reflection: Begin your journey with a Life Assessment, a comprehensive tool to evaluate your current situation in various aspects of life such as career, health, and relationships. This reflection section helps you understand your current state and set a meaningful focus for the next three months.
    • Goal-Oriented Approach: Break your priorities into manageable monthly goals. No more overwhelm—feel equipped and focused as you confidently tackle each milestone.
    • Flexible and Undated: Our planner is an undated downloadable document, allowing you to start whenever you want. You can print it out each quarter and customise it to fit your needs, making it a truly personalised tool for your planning journey!

    What’s Inside?

    1. The Quarterly Planner: Start with a comprehensive guide to plan your quarter effectively, including space for notes and reflections. This planner is designed to meet all your planning needs in one place.

    2. 2025 Monthly Planner: Featuring each month across two pages, with dedicated note sections to jot down important ideas and reminders. The 2025 Monthly Planner is dated.

    3. 2025 Weekly Planner: Stay organised with daily spaces for appointments, to-do lists, and sections for tracking weekly goals and additional notes. This insert has two pages per week and is dated.

    4. Task Tracker: With 15 dedicated pages, you’ll have plenty of room to keep track of your tasks, ensuring nothing falls through the cracks. Need more? Print as many as you need!

    5. Notes Pages: A total of 15 pages devoted to your thoughts, ideas, and inspirations.

    Ready to Transform Your Planning?

    Don’t let another quarter slip by without making meaningful progress. With The Quarterly Planner, you can embrace a practical approach to your goals, ensuring you feel ready to take action daily. 

    Order Now! Get instant access to your downloadable planner and start your journey to success today! 

    Invest in yourself and make the next three months your most productive yet. Grab your Quarterly Planner now!

  • Planning for April 2025

    Planning for the month ahead helps you stay on track with your quarterly focus. It allows you to break it up into smaller, manageable chunks. It also allows you to evaluate what is important to you. By pre-planning, you will be more prepared for the action steps you need to take, and you won’t be surprised by events.

    (c) 2025 Goal Detective Cindy and Holistic Goal Detectives LTD

    What you will need?

    • Your Create Your Dream Plan Action Life notebook or planner (Printed or digital copy)
    • Monthly Task Tracker
    • Your planner or the full Quarterly Planner with the weekly planner included
    • Up to an hour for the planning session
    • Using a notebook or printed-out planner, you will need your writing instruments.

    What is the focus for the month?

    Is the monthly focus the same as the overall quarterly focus, or are you focusing on one part of the overall focus? 

    Monthly Action Steps

    It is helpful to have a task tracker for the month. This may seem like double handling of the tasks from planning the quarter, but if you get overwhelmed, this step will help. 

    • From your Quarterly Task Tracker, transfer the items you will be taking action on this coming month.
    • What other action steps do you need to video this month?
    • In your weekly planner, note any appointments and events that have been pre-booked. Do any tasks need to be completed before the appointment? If so, add the task to the monthly tracker.
    • Can you think of anything else you need to do this month?

    Recording your achievements

    We as humans tend not to celebrate our achievements or brush them off as no big deal. I challenge you to record your achievements and go a step further, reward yourself. That is why the Quarterly Planner has space for you to record your monthly achievements. Did you write that blog post? Awesome, record it AND reward yourself. This could simply be doing a little happy jiggle in your seat, making yourself that cup of coffee or tea you have been dying for but didn’t allow yourself until you finished writing the post. Or go for that walk? Or make that hard phone call? 

    The point is to record what you did and reward yourself.

    Another reason to record what you have completed is so that:

    • You have a list to prove to yourself that you do actually finish things. 
    • For those days you are being mean to yourself, you can see what you have achieved
    • For the end-of-quarter review
    • For the end-of-year review
    • To help you track the progress of more significant projects while achieving smaller milestones