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Old 01-17-2011, 07:47 PM   #1
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Professionally I have many goals... but the one that is on top of my list for this year has to do with Charitable Giving. I have worked long and hard for many years in the Non-Profit world.... and I am finally setting up my first Planned Giving Program for a local Non-Profit where I once served on the Board... My goal is to have accomplished this effort for three different Non-Profits in the San Diego area. I love working with charitably minded people... a LOT... and I love doing work for these types of organizations. To be known as one of the top financial planners for small Non-Profits is a goal of mine... and one that is within reach!
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Old 01-17-2011, 07:51 PM   #2
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oh gawd, just had an hour long "development" meeting last week. we need to submit goals in another month I believe.

I do think if they'll reimburse the cost, I'll get a digital marketing certificate at NYU. Not sure if they'll cover non degree work and since I already have an MBA I think I'm done the official school stuff.
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Old 01-17-2011, 08:03 PM   #3
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I hope to help people thru reflexology at a wonderful clinic and keep the household clean and full of healthy meals, taking care of this wonderful leather family as that is the most meaningful thing in my life right now.
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Old 01-17-2011, 08:31 PM   #4
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Retirement.
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Old 01-17-2011, 09:16 PM   #5
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I am currently one of the managers of a domestic violence shelter. I would like to further my career in this field and perhaps branch out to other similar areas.

Currently enrolled in classes to obtain my degrees in human services and in substance abuse counseling. Will hopefully follow it through to the masters level.

One goal/hope is to maybe one day work in the prison system with battered women who have "fought back" and are incarcerated for doing so.

The other goal/hope would be to continue working with abuse survivors within our community.

Oh, and then retire early on a beach somewhere.

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Old 01-17-2011, 09:35 PM   #6
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My goals are the next step in my plan for a master's degree and getting a job teaching that actually pays similarly to what I could make in the health care industry. . .

This year is a busy year . . .
1. Become a certified ICD-10 trainer, scheduled for July
2. Sit for and pass my RHIT, scheduled for June
3. Get a job making beaucoup dough so I can fiance the end of my degrees without student loans, (after 1 and 2)
4. Run ICD-10 training seminars around the US (after 1 and 2)
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Old 10-06-2012, 06:44 AM   #7
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Default Moving forward

So I have done all my previous goals, well almost all. I did get a job making more money but not quite the beaucoup money one yet. Which brings me to my next set...
1. Master RAC audit appeals and RAC management
2. Master Inpatient coding and DRG auditing
3. Get a job making beaucoup money with my new and improved very in demand skills.
4. Continue teaching and speaking about ICD-10 (thank you CMS for giving me another year to work that training)
5. Get my Master's without student loans




Quote:
Originally Posted by Venus007 View Post
My goals are the next step in my plan for a master's degree and getting a job teaching that actually pays similarly to what I could make in the health care industry. . .

This year is a busy year . . .
1. Become a certified ICD-10 trainer, scheduled for July
2. Sit for and pass my RHIT, scheduled for June
3. Get a job making beaucoup dough so I can fiance the end of my degrees without student loans, (after 1 and 2)
4. Run ICD-10 training seminars around the US (after 1 and 2)
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Old 10-03-2012, 09:49 PM   #8
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Originally Posted by Isadora View Post
Retirement.
You know, I feel like this is my focus more and more, even though I am only 42. I think it is mainly because I met my initial professional goal(s) early in my career and nothing else is exciting me. The goal(s) haven't really shifted. I like what I am doing, but I admit that I feel sort of stuck. I had some recent plans to add to my education, but this path is not really an option for me at this time and the passion required is not really there, either.

At least I am doing what I can in terms of stretching myself in order to retire on time. TF and I will be purchasing a house in the next year and will be combining our households. We will be purchasing a house that is below our means. We will continue to save and hopefully increase our savings even though it will stretch us. We are fortunate that her son is getting his first two years of his Bachelor's degree on the cheap, so the rest of his Bachelor's degree will be more financially manageable.

Ok, so I got off of professional goals...how about life goals? Here's to doing everything you can to retire at 67 (ish?)!
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Old 01-17-2011, 07:59 PM   #9
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Great thread. I'm looking forward to seeing what everyone is working on and striving for! I'm always shocked at the huge range of professions and accomplishments.

Personally, I have quite an ambitious list that I'm excited to tackle:

1. Complete my degree (December 2011, baby!) in Business Leadership and Management - hopefully with a 4.0 GPA.

2. Finish the Management Succession Academy that I was selected for at work and move into an upper management position within the next year.

3. Take the GRE and enroll in a Masters program within 2-3 years (hopefully in Communication or Public Policy).

4. Take over the world.
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Old 02-09-2011, 09:05 AM   #10
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Quote:
Originally Posted by citybutch View Post
Professionally I have many goals... but the one that is on top of my list for this year has to do with Charitable Giving. I have worked long and hard for many years in the Non-Profit world.... and I am finally setting up my first Planned Giving Program for a local Non-Profit where I once served on the Board... My goal is to have accomplished this effort for three different Non-Profits in the San Diego area. I love working with charitably minded people... a LOT... and I love doing work for these types of organizations. To be known as one of the top financial planners for small Non-Profits is a goal of mine... and one that is within reach!
I hope you don't encourage annuities for their 403(b)s. ;-)

<---thinking about certified financial planning for a new career, so all into learning about it (but admittedly still learning!)
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Old 02-09-2011, 09:21 AM   #11
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I reached my educational goals at age 24 (was fortunate I was able to go to school full-time) and have reached my goals in terms of work itself.

I feel like I am just floating along in some ways. I have considered getting my Diplomate in Social Work (some new certification you can get as a clinical social worker), but it will not impact my career in anyway (money or position), so it would only be for me and impact my wallet!

Something I have considered for the last few years is looking into becoming a certified financial planner. I have always enjoyed learning about investing and what I like about being a CFP, specifically, is that you can charge just a flat rate fee for your services. I would be uncomfortable making commissions off of trades. Also, my understanding is that CFPs help people look at the WHOLE picture of their lives....their retirement, their life insurance, planning to save for college for their kids, etc., which I think would be more interesting to me than day trading, for example. I think I also would be better at that.

Anyway, I go back and forth, but it would be hard to make the decision to start at the bottom again in a career (loss of income), but might be worth it. Fortunately, I pretty much live at my means or even below my means (and have no debt besides house), so I could still manage my house payment, for example, even with a paycut.

At some point I need to make a decision about it, instead of dragging my feet!
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