It’s time for the Bertsch Family Summit, an intentional day my husband and I take to reflect and nail down our goals for the year. Some of you have asked how we do this and what tools we use. It’s simple.


  • We schedule a day together in December or January.
  • We shut off our phones.
  • We don’t check email.
  • We fill out the Wrap It Up & Kick It Off Guide.
  • We share our discoveries.
  • Then we do something fun together; think downhill skiing.

Start a Summit of your own. With a spouse, a friend or go solo. What outcomes would you like to celebrate when you are ringing in the new year? Too many times the year is closed out with thoughts of “I wish I did that” or “I would love to do this; I’m just too busy.” Not this year. Having intentions for the year gives you clarity about when to say yes and when to say no. Schedule progress checks quarterly. Put your plan where you will see it. It won’t be helpful buried on your computer.

Live intentionally!