Trying to max out life? Me too.
While everyone is wrapping up 2025 by auditing their business, don’t forget to audit yourself.
We spend weeks tearing apart our profit and loss statements. We analyze customer acquisition costs. We look at every single operational metric to figure out how to squeeze out a little more margin. But when it comes to our own lives, we just roll into the next year hoping things magically get better.
Hope is a terrible strategy for business. It’s an even worse strategy for your life.
If you want to build a financially abundant future and actually enjoy the adventure, you need a reliable system. One of the highest ROI habits I’ve built is doing a Quarterly Personal Review.
Why You Need a Personal Audit
Running a business is hard.
Raising a family is harder.
When you’re in the trenches getting s*** done every single day, time becomes a blur. The days turn into weeks, and the weeks turn into months.
You never realize how much happened until you see it on a page.
Without a system to track your progress, you end up letting urgent fires replace important milestones. You might hit your revenue targets but completely drop the ball on your personal mission.
Most founders avoid auditing themselves. They’d rather look at a sales dashboard than look in the mirror. It’s comfortable to hide behind supply chain issues and marketing metrics. It’s wildly uncomfortable to ask yourself if you’re actually showing up for your family the way you promised.
Every three months, I stop and take inventory of everything that happened. I sit down and write it out.
No fancy software. No massive spreadsheets required. Just a notebook and brutal honesty.
Here’s exactly how I break it down.
1. Wins and Accomplishments
First, you have to look at what went right over the last three months.
When you’re building a brand like Laundry Sauce, it’s incredibly easy to focus only on the problems. But you have to stop and recognize the wins.
Did you launch that new product? Did you nail down a consistent date night routine with your wife? Did you spend present, quality time with your kids on a Saturday morning?
Write it all down.
A win isn’t just hitting a new revenue milestone. A win is sticking to your commitment of drinking no alcohol so you can maintain peak performance. A win is making sure your spouse’s goals are your joint goals. Ashley and I are building a life together, and when we track our joint wins, it reinforces why we work so damn hard.
Writing this down isn’t about boosting your ego. It’s about proving to yourself that your relentless focus on excellence is actually moving the needle.
2. Challenges and Disappointments
This is where you need to be completely honest with yourself.
You can’t fix what you refuse to acknowledge.
What sucked in the last three months? Where did you fail? What pulled you away from the reason you started in the first place?
Maybe you let your personal health slip. Maybe you wasted time worrying about copycats instead of focusing on your own customers. Critics don’t know sh*t, but you absolutely know when you dropped the ball.
Audit your failures. Look at the disappointments.
When you put them on paper, they lose their emotional weight. They just become data points. You can use that data to make much better decisions tomorrow.
3. Goals for the Next 3 Months
Once you know exactly where you’ve been, planning where you’re headed gets a whole lot more intentional.
I don’t set vague resolutions. I set goals that are intentional, measurable, and accountable.
What are the most important things you need to execute? How will you show up as a husband, a father, and a business partner?
Write it down and make it real.
When you break your year down into quarterly sprints, you stay hungry. You stay scrappy. You actually get things done instead of just talking about them.
This quarterly focus perfectly feeds into weekly execution. I use the Top 5 Things framework every week. If my quarterly goal is to scale our retention strategy, my weekly tasks must reflect that. If my quarterly goal is to spend more intentional time with my family, my weekly schedule must reflect that.
The quarterly review sets the compass. The weekly execution moves the feet.
The 12-Month Roll-Up
If you’ve never done this before, right now is the perfect time to start.
Take an inventory of the last 12 months. Look back at everything you went through and everything you overcame. I promise you’ll be shocked at how much you actually accomplished.
That’s exactly how I’m preparing my goals for 2026. I’m looking at the whole board. I’m taking the raw lessons from the wins and the losses. I’m building a roadmap that keeps me focused on serving others, crushing life, and staying completely present with the people who matter most.
Busy isn’t the same as better. Stay focused.
If you want to max out your life next year, you need to stop guessing. If you’ve never done a personal audit, consider it. It’s one of the most valuable exercises you can do.
Grab a pen. Audit your year. Then get out there and execute.