Happy Friday, all!
I’ve always had a bit of a love affair with spreadsheets. Whether it’s tracking my sleep, health stats, coffee brands, or money, I find clarity in the data. That passion has naturally spilled over into the work I do with clients as a financial planner and business strategist. But I get it—not everyone finds joy in a color-coded Excel sheet.
This week on the podcast, I shared one of my favorite tools for mission-driven entrepreneurs: tracking. It may sound dry, but tracking is transformational. When we track something, we shift from assumption to awareness. We stop telling ourselves vague stories like “I think I’m doing okay” or “I feel behind” and instead deal with what’s real. That shift alone can create a cascade of better decisions, clearer strategy, and sustainable progress.
A framework that’s really helped me and many of my clients is Sahil Bloom’s Five Types of Wealth: time, mental, social, physical, and financial. I love this because it captures the complete picture of what it means to be wealthy—not just money in the bank, but time for rest, strong connections, clarity of mind, and physical vitality.
If you’re new to tracking or resistant to it, start small. Pick one domain of wealth to focus on. Maybe it’s time: are you working on your business or just in it? Maybe it’s financial: do you know where your money is coming from and where it’s going? Maybe it’s social: are your relationships nourishing or draining?
Tracking has been a cornerstone of my build-measure-learn cycle in life and business. I’ve seen firsthand how one week of focused tracking can surface powerful insights and lead to real, tangible progress. You don’t need perfection. You just need a starting point.
Questions of the Week
- Which type of wealth (time, mental, social, physical, or financial) feels most in need of attention right now?
- What story have you been telling yourself in that area—and what would tracking reveal?
- What simple system could you put in place to track your progress for the next week?
Tool of the Week
Make sure to listen to this week’s episode if you’re struggling with something you want to improve.
You don’t need fancy software to start tracking. A simple Excel spreadsheet or even a notebook can work wonders. Choose one area you want to improve and begin by jotting down what’s happening each day. Tools like Notion or Toggl can help if you want something digital, but consistency matters more than complexity.
Try this: Pick one area of wealth to track this week. For example:
- Money: Track what comes in and what goes out.
- Health: Track meals and movement.
- Relationships: Track how often you connect with your key people.
Let the data show you where your energy is going—and where you might want to redirect it.
I’d love to hear what you find out. Contact me at the links below.
Until next week!
Best,
Brian