Join Whitney Sewell as he explores intentional planning and goal setting with guests Brian and Deana Berg. In this episode, discover the secrets behind their refined annual planning and visioning retreat, ensuring a life aligned with aspirations over five years. Learn how they minimize distractions to focus on goals using tools like massive post-it notes and whiteboards.
Immerse yourself in an inspiring conversation about goal setting, starting small, and the extraordinary belief in one’s abilities. Brian and Deana share their unique approach to documenting life events, offering practical strategies across aspects like ministry, generosity, travel, health, and finance. Discover why Brian values starting with small steps and why Deana suggests a simple planning dinner as a jump-off point.
Whitney reflects on the Bergs’ intentional communication and planning to build a strong, united marriage. Deana invites listeners to connect for a deeper dive into her experiences, and both guests discuss their shift to regular check-ins through the entrepreneurial operating system (EOS). They also touch on the impact of financial planning on family dynamics and the implementation of ‘board meetings’ with their children for meaningful family time.
Don’t miss this wisdom-packed episode on breaking down life’s biggest goals into achievable actions, navigating challenges, and valuing the process of reflection and planning. Tune in for an episode that may revolutionize how you approach your goals and life planning.
Ready to dive deeper into strategic life planning with Deana and Brian? Connect with them directly! Reach out to Deana via email [email protected] to explore the power of intentionality in setting life goals. For professional networking or to continue the conversation about their visioning retreat and goal-setting strategies, connect with Deana on LinkedIn. Seize the chance to learn from their experience and bring clarity to your own life goals. Don’t hesitate—get in touch now!
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About Deana Berg:
Deana is dedicated to cultivating investor relationships, ensuring their confidence in partnering with us. With roots in the family real estate business, she initially contributed to the non-profit sector, empowering Central American farmers to own land. Co-founding a legislative organization in Washington State, she collaborated closely with influencers. Now, with multifamily and self-storage experience and a Colorado State Brokerage license, Deana returns to real estate, passionate about nurturing investor connections. Residing in Colorado with her family, she enjoys weekend biking and outdoor exploration.
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