Welcome to the first edition of 1 Thing This Month.
We all know the feeling of January: the slate is clean, the motivation is high, but the "to-do" list for our finances can feel overwhelming. Should you fix your budget? Research new investments? Max out your 401(k)?
This month, we are cutting through the noise. I have one simple, powerful task for you that will set the tone for the rest of your year.
The Challenge: Spend 60 Minutes Setting Your 2026 Targets
It sounds almost too simple, doesn't it? But in just one hour, you can move from "hoping for the best" to "executing a plan." This isn't about restriction; it’s about alignment.
In this month’s episode (watch below), I walk you through a structured approach to ensure your money is actually serving your vision for your life.
Your 3-Step Action Plan
To make the most of your 60 minutes, we break the process down into three distinct phases:
The Look Back: We review your past financial performance. What worked in 2025? Where did the friction points occur? Understanding where you've been is the only way to accurately map where you're going.
The 1-Year & 3-Year Horizon: We set realistic targets for the next 12 months, while keeping an eye on the three-year "big picture." This prevents you from overestimating what you can do in a month, but underestimating what you can achieve in a few years.
The Automation Audit: The secret to a stress-free financial life is removing "willpower" from the equation. We discuss how to automate your savings and cash flow so your goals happen in the background while you live your life.
Why It Matters
When your wealth strategy is disconnected from your personal goals, money becomes a source of anxiety. When they are aligned, money becomes a tool for freedom.
Whether you want to travel more, pivot your career, or simply gain peace of mind, it all starts with these 60 minutes.
"One hour of planning can save you a hundred hours of doing—and a year of wondering if you're on the right track."
Your Next Step
Set a timer for 60 minutes this week. Grab a coffee, open your accounts, and watch the episode above to follow along with the framework.
Strategic Wealth Scorecard
Personalized Results With Actionable Insights
The Strategic Wealth Scorecard assess 6 key areas of your life and wealth alignment. Take the 3 minute assessment and see where your biggest wealth gaps are.
Action Items:
- Spend 60 minutes setting your 2026 targets.
- Review last year's numbers for clarity.
- Set your one and three year goals.
- Envision your ideal life in 2029.
- Identify actions to achieve your three-year vision.
- Measure personal KPIs to track progress.
- Rebalance your cash or liquidity buckets.
- Automate savings to maximize wealth building.
- Plan ahead to avoid tax slip-ups.
- Use the strategic wealth scorecardfor insights
It's time to start designing your wealth around the life you want to live!
About the Author
Taylor Nissi CFP® is the founder of Pleasant Street Wealth Advisors, a Multi-Family Office serving entrepreneurs, business owners and high-net-worth families globally.
ABOUT TAYLOR NISSI: I’m a CFP® and CEPA who helps business owners running 7- and 8-figure companies align their personal wealth strategy with their business success. At Pleasant Street Wealth Advisors, we help entrepreneurs align their personal wealth strategy with the success they’re building in their business — so nothing falls through the cracks.
Entrepreneurs and business owners.
Serves a national or global client base.
Based in Westchester County NY
High Net Worth individuals