1. Career Dream: Within the first 6 months, establish myself in IR role.
1.1. To transition, become acclimated, and adapt to Greenleaf's company norms, culture, systems and personnel.
1.1.1. 1. Learn systems.
1.1.1.1. To Do: Training courses in Junipar Square.
1.1.1.2. To Do: Read over Asana.
1.1.2. 2. Become familiar with staff and team.
1.1.2.1. To Do: Revamp Team Member Bios for Company FAQ Sheet.
1.1.3. 3. Evaluate and learn processes.
1.1.3.1. To Do: To participate, interview, take notes, and study current processes.
1.1.4. 4. To establish a committed and productive virtual workplace environment while fostering transparency between myself and co-workers online.
1.2. To mature and expand knowledge in IR community and IR practices throughout my first 6 months.
1.2.1. 1. Conduct research.
1.2.1.1. To Do: Join Linkedin groups and read posts.
1.2.1.2. To Do: Subscribe to IR magazines.
1.2.2. 2. Develop network.
1.2.2.1. To Do: Create introductory "virtual contact" plan to initiate relationship building amongst the prospective and existing investors.
1.3. Establish personal footprint and processes amongst role and team.
1.3.1. 1. Develop & Implement Investor & Broker Happiness Plan
1.3.2. 2. Create & Implement Social Media Plan
1.3.3. 3. Streamline End of Quarter Review
1.4. Career Dream: Mature and expand knowledge in IR community and IR practices throughout my first 5 years as an IR professional.
1.5. Career Dream: Advance to Director of Investor Relations within Greenleaf in 2035.
2. Financial Dream: To become financially independent (on-going).
2.1. Build and control my credit
2.1.1. 1. Find and apply for a major credit card with reasonable interest rate.
2.1.2. 2. Establish a credit limit of at least $5,000.
2.1.3. 3. Pay off each balance monthly.
2.2. Establish an emergency fund/grow savings to $5,000.
2.2.1. 1. Save 10% per pay period to add to my savings account.
2.3. Save at least $10,700 to be financially stable to move out by August 2021.
2.3.1. 1. Locate a dream apartment with rent amount (within budget, 1/3 of income) and utilities.
2.3.2. 2. Rent Expense: Save 4 times the amount of rent expenses to move out by August 2021.
2.3.3. 3. Moving Expenses: Save at least $700 for move out expenses by August 2021.
2.3.4. 4. Additional expenses: Save at least $1,000 for 3 months of food, transportation, and utilities.
2.3.5. 5. Furnishing Expenses: Save at least $5,000 to furnish apartment.
2.4. Pay off all of my student debt by 2030 (on-time).
2.4.1. 1. Pay minimum payments.
2.4.2. 2. Incorporate minimum payments into budget.
3. Personal Development Dream: Become an advanced in Spanish speaker by 2022
3.1. Become beginner
3.1.1. 1. Expand vocabulary
3.1.1.1. To Do: Learn at least __ new words a week.
3.1.1.2. To Do: I’ll finish memorizing 350 words with Flashcards
3.1.2. 2. Finish Beginner Spanish textbook
3.1.2.1. To Do: Read and study ___ blank pages a ____.
3.1.2.2. To Do: Make flash cards from book.
3.1.3. 3. Practice speaking at Novice Low - Novice High
3.1.3.1. To Do: Verbally practice introductory speech in Spanish to my Spanish friends a ___.
3.1.4. 4. Read Elementary book with complete understanding
3.1.4.1. To Do: Read and study ___ blank pages a ____.
3.2. Intermediate
3.2.1. 1. Purchase Intermediate Spanish textbook.
3.2.2. 2. Practice speaking from Intermediate Low - Intermediate High.
3.2.3. 3. Fully understand one Spanish movie by watching it repeatdly.
3.3. Advanced
3.3.1. 1. Practice speaking from Advanced Low - Advanced High.
3.3.2. 2. Pass my ACTFL Spanish test
4. Well Being: Practice self-care to maintain a balanced and healthy life style (on-going).
4.1. I will finish 3 leisure books by the end of this year, December 2020.
4.1.1. 1. I will finish my book "The Purpose and Power of Women," by the end of September 2020.
4.1.2. 2. I will finish my book "Oxygen" by the end of October 2020.
4.1.3. 3. I will pick and finish a by December.
4.2. I will grow in my faith (Christianity) throughout the remainder of this year, 2020.
4.2.1. 1. I will commit to a reading plan.
4.2.1.1. To Do: I will read a bible verse every morning.
4.2.1.2. To Do: I will finish my book "The Purpose and Power of Women," by the end of September 2020.
4.3. I will practice physical, mental and spiritual practices through yoga.
4.3.1. 1. Implement yoga stretching throughout work/office days.
4.3.1.1. To do: Do yoga for 5 to 10 minutes every 90 minutes throughout the work day.