Annual life audit process

{{whyLabel}}: An audit requires uninterrupted focus to access deep reflection and avoid the 'surface-level' trap of daily distractions.

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• Choose a date within the next 14 days.
• Set your phone to 'Do Not Disturb' or leave it in another room.
• Inform stakeholders (family/roommates) that you are unavailable during this window.

{{doneWhenLabel}}: [Calendar invite is set and confirmed for a 4-hour block].

{{whyLabel}}: Memory is unreliable and biased toward recent events; objective data provides a truthful narrative of your year.

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• Export your bank/credit card statements to see where money actually went.
• Scroll through your photo library to recall forgotten moments and travels.
• Review your digital calendar to identify how you spent your time.

{{doneWhenLabel}}: [All digital and physical records are accessible in one workspace].

{{whyLabel}}: This method, popularized by Tim Ferriss, identifies the 20% of activities and people that caused 80% of your emotional peaks or drains.

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• Create two columns: 'Positive' and 'Negative'.
• Go through your calendar week-by-week for the last year.
• List every person, activity, or commitment that triggered a strong positive or negative reaction.

{{doneWhenLabel}}: [A complete list of emotional peaks and drains for the year is documented].

{{whyLabel}}: It visualizes imbalances, showing you which areas are thriving and which are neglected.

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• Rate your satisfaction (1-10) in: Health, Wealth, Career, Relationships, Personal Growth, Fun/Leisure, Environment, and Spirituality.
• Draw a circle and divide it into these 8 slices; mark your scores and connect the dots.
• Identify the 'flat' parts of your wheel that prevent a smooth 'ride'.

{{doneWhenLabel}}: [A visual 'Wheel of Life' with scores for each category is completed].

{{whyLabel}}: You are the average of the five people you spend the most time with; their energy dictates your trajectory.

{{howLabel}}:

• List the 5 people you interacted with most this year.
• Label each as an 'Energizer' (adds value/support) or an 'Energy Vampire' (drains/criticizes).
• Decide on one boundary to set for 'Vampires' and one 'Deepening Action' for 'Energizers'.

{{doneWhenLabel}}: [A list of 5 key people with specific action items for each is written].

{{whyLabel}}: Small, recurring drains (e.g., a broken faucet, a toxic group chat) consume more mental bandwidth than large, one-time problems.

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• List 5 physical things in your environment that annoy you (leaks).
• List 5 digital habits that leave you feeling depleted (leaks).
• List 3 activities that consistently make you feel 'in the flow' (power sources).

{{doneWhenLabel}}: [A list of 10 leaks and 3 power sources is finalized].

{{whyLabel}}: This Ximena Vengoechea method bypasses your 'logical' brain to uncover hidden desires and creative sparks.

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• Write down 100 things you want to do, be, or have (no matter how small or 'crazy').
• Don't stop until you hit 100; the best ideas often come after the first 40.
• Categorize them into 'Now', 'Soon', and 'Later'.

{{doneWhenLabel}}: [A list of 100 wishes is documented and categorized].

{{whyLabel}}: Values act as a filter for decision-making, helping you say 'no' to opportunities that don't align.

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• Review your PYR and 100 Wishes for recurring themes (e.g., Freedom, Connection, Mastery).
• Select exactly 3 words that represent your focus for the upcoming year.
• Write a one-sentence definition for what each value looks like in practice.

{{doneWhenLabel}}: [Three core values are defined and written in a visible place].

{{whyLabel}}: Focus is a finite resource; pursuing more than 3 major goals usually leads to achieving none.

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• Select one goal for Health, one for Wealth/Career, and one for Personal/Social.
• Ensure they are SMART: Specific, Measurable, Achievable, Relevant, and Time-bound.
• Example: 'Increase savings by $5,000 by Dec 31' instead of 'Save more money'.

{{doneWhenLabel}}: [Three SMART goals are documented with clear success metrics].

{{whyLabel}}: Success is often about what you stop doing rather than what you start doing.

{{howLabel}}:

• Take the 'Negative' column from your PYR and the 'Energy Leaks' list.
• Commit to 5 specific things you will NOT do this year (e.g., 'No checking email before 9 AM').
• Place this list where you see it every morning.

{{doneWhenLabel}}: [A 'Not-To-Do List' with 5 items is posted in your workspace].

{{whyLabel}}: An annual plan fails without regular course correction; quarterly reviews keep you accountable.

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• Book 2-hour slots in your calendar for the first week of April, July, October, and January.
• Set a recurring reminder to review your WIGs and Wheel of Life during these sessions.

{{doneWhenLabel}}: [Four 2-hour appointments are visible in your digital calendar].

{{whyLabel}}: Habits are the compound interest of self-improvement; they automate the path to your goals.

{{howLabel}}:

• For each WIG, identify the smallest daily action that leads to success (e.g., 'Walk 20 mins' for a fitness goal).
• Use 'Habit Stacking': Attach the new habit to an existing one (e.g., 'After I pour my coffee, I will write 100 words').
• Set up a simple tracker (paper or a free app like 'Loop Habit Tracker').

{{doneWhenLabel}}: [Three daily habits are defined and the first week is logged in a tracker].

{{whyLabel}}: Removing the need for willpower in financial decisions ensures consistent progress toward wealth goals.

{{howLabel}}:

• Set up an automatic recurring transfer from your checking to a savings or low-cost index fund account.
• Even a small amount (e.g., $50/month) creates a psychological 'win' and builds momentum.

{{doneWhenLabel}}: [Confirmation of a recurring automated transfer is received].

{{whyLabel}}: This creates an emotional anchor and a sense of continuity between your current and future self.

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• Use a service like 'FutureMe.org' or write a physical letter to be opened in 12 months.
• Describe your current feelings, your hopes for the year, and what you want to have achieved.
• Be encouraging but honest about the challenges you expect.

{{doneWhenLabel}}: [The letter is written and scheduled for delivery/storage].