We are officially one month in to 2025! You now have a unique opportunity to step back and reflect on your progress—not just in health and fitness, but also in your financial and professional life. Auditing your month can help you stay accountable, celebrate wins, and identify areas for improvement. Our CEO, Rachel, does this every month, and encourages all of our coaches and members to do the same. If you are unsure of where to start, we have included an outline below to conduct a meaningful monthly audit with thoughtful questions and action steps to set yourself up for continued success!
Health & Fitness Audit
We know you have heard the phrase “you cannot pour from an empty cup.” That is why the audit of your health comes first. Keeping yourself healthy will ultimately make everything a little easier. This is how we would recommend reflecting on your habits and progress this last month.
Questions to Ask Yourself:
- Did I prioritize movement and exercise this month? If not, what got in the way?
- Did I fuel my body with nutritious foods most of the time? Where can I improve?
- How did my energy levels, sleep quality, and recovery feel?
- Did I make time for rest and stress management?
- What was one health-related win I had this month?
Ways to Improve Next Month:
- Set specific movement goals (e.g., “Strength train 3x per week” or “Walk 8,000 steps daily”).
- Plan meals in advance and track how certain foods make you feel.
- Prioritize sleep by setting a bedtime routine.
- Schedule rest days and self-care activities just as you would workouts.
- Make sure to check out our blog on Healthy Habits to give you a starting point!
Financial Audit
We know that talking about money can feel taboo, but financial health, just like physical, contributes to overall peace of mind and security. Taking a monthly inventory of your financial situation helps you stay on track toward long-term goals.
Questions to Ask Yourself:
- Did I stay within my budget? If not, where did I overspend?
- Did I save or invest as planned? If not, what adjustments do I need to make?
- What unexpected expenses came up, and how did I handle them?
- Did I make any unnecessary purchases?
- What financial win am I proud of this month?
Ways to Improve Next Month:
- Review your budget and adjust categories based on actual spending.
- Automate savings and investment contributions.
- Identify one area to cut back on (e.g., dining out, subscriptions).
- Set a financial goal, such as paying off a certain amount of debt or increasing savings by a percentage.
Professional & Personal Growth Audit
Whether you work in corporate America, for yourself, or anything in between, evaluating your career and personal growth ensures you’re making progress in a meaningful way.
Questions to Ask Yourself:
- Did I make progress toward my professional goals? What were my wins?
- What challenges did I face, and how did I handle them?
- Did I invest in my professional development (e.g., courses, networking, skill-building)?
- How do I feel about my work-life balance this month?
- Did I take on opportunities that align with my long-term goals?
Ways to Improve Next Month:
- Set clearer priorities and time-block important tasks.
- Seek feedback on areas where you can improve efficiency.
- Take an online course, attend a workshop, or read industry-related books.
- Offer value to your network—share insights, introduce contacts, or collaborate
- Set boundaries around work hours and unplug when needed.
Next Steps:
Now that your audit is complete, it is easy to feel a little overwhelmed if you have multiples changes to make in the next month. Instead of changing everything all at once, pace yourself. Change one thing in each category and make sure it sticks by creating a habit tracker that you see every day or grabbing a friend to be an accountability buddy. Need to get clear on what habits are going to help you next month? Schedule a Goal Setting Session with Coach Bri here!
