Episode 25: Setting Goals as A Family with Casey Cox

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Are you looking to set goals as a Family? How are you working on passing your core values to your children? Casey Cox, Holistic Health and Wellness Coach, shares some simple and practical strategies and that he's been doing in his own family for almost 10 years. And drops some great wisdom on how to honor each individual's goals and encourage one another to be successful.

This 2021 Lori Alvarez and Team are embarking on MovingFORwarDin2021. Specifically in our Family, Occupation, Recreation, and Dreams.

So sit down. Have a listen and dive into thinking about what you're going to achieve in 2021.

The Question: What are your Family goals for 2021?

Are you moving forward? Are you developing yourself? Are you growing, developing, and leading your own family forward?

It’s important that you take the time to invest in yourself and your family.


This week we sat down with Casey Cox. Husband to a lovely wife, father to three beautiful grown boys, leadership coach, and health coach to many in his community.

Why did we invite Casey to talk about this specific subject of Family goals? Because he lives it. He breathes it. And he does it well.

So Casey offers his support and positive words of wisdom on setting great goals with your Family.

We highly encourage you to tune in to the podcast for the nitty-gritty insight.

Invite your children to be co-owners of your home.

How do you do that?

Give them responsibility. Teach them that “what you take ownership of grows.”

Things like:

  • Chores

  • Meals

  • Making your Bed

Show them things are constantly growing. Allow them to explore and find examples of things done differently, and to draw their own conclusions.

How do you set goals as a family and make it a lifestyle?

Put a whiteboard up.

Casey chose to put it on the fridge, and over about 7 years’ time it’s developed into a great tool for communication and insight into their children’s developing personalities.

Individually write down your goals on the whiteboard for all to see.

Write it down for January; for the year.

Leave it open to anything and everything.

Ask a weekly question on the fridge, and allow your children to answer it at any time throughout the week.

“My middle son […] generally answers more with humor and sarcasm in his answers. And we have found that that's still communicating. And so we're big on treating each one of our children as individuals and not having an expectation that they need to act like each other. And so we have different goals, they have different goals for themselves, we treat them differently. “ shared Casey.

This allows you to encourage them, to understand them, and even when they aren’t answering on the whiteboard, they are communicating something to you.

“They speak different languages. And I'm addressing love languages. They have different personalities. They have different value sets. And so we really cater to understanding those things. So do they each interact equally on that whiteboard? Nope. And that's okay, ” reminded Casey.

And as you grow to understand them, show them how to use their personalities in a positive way.

Teach them a lifestyle as you demonstrate

Teach them to choose their habits. Give them the options to decide, and mentor them into understanding the pros and cons of their choices.

For example, as Casey elaborated, “it's about lifestyle and lifestyle is backed into habits. Habits are backed into your values in your thinking. So really what we do, is we want to invite our kids to think through the “Why do you want to be healthy?” And in not just why we don't want to tell them why they should. So we avoid the shoulds.”

What about spiritual family goals?

Make an intentional decision to start something with your family on a weekly basis. Even if it’s for 5 minutes. Make the most of spending quality time together.

“The medium of our connections has had to change but not connections themselves,” said Casey clearly. “Listening is more valuable than talking when it comes to communication. So we over-communicate by actually listening to each other talk.”

Make a safe environment for your children to talk with you. Don’t create a space where they feel talking about something is taboo. This will create confidence that they can come to you seeking help when they are lost, and you will be able to guide them through various things in their life.

What about goals with work?

Bring awareness to everything you do.

You can inspire them to give it everything they got, but you need to be aware that you don’t teach them to be workaholics.

“It's wonderful to work and work hard, but also don't lose yourself.”

Their kids were not paid an allowance to do chores. They were invited to contribute to the household.

Conversations were open about here is what mortgage costs, utilities cost, living costs, and so forth when they were of age to understand.

It’s important to instill in them that there is a reward for your work. Invite them into your world and have meaningful conversations with them so they can engage and understand where their parents are at.

In doing so you will naturally instill wisdom in them on how to handle their money and open the conversation for them to ask questions on how to successfully set themselves up financially.

“When it comes to work goals, my wife and I invite our boys to be aware of the goals that we have for our work and our long term goals and our short term goals so that they see where we're investing our time, our energies and our efforts. And then we also set out rewards to say when we reach this goal. This is how we're going to celebrate as a family so that even as we are working, they know that there is a reward for our work. And I think it's important to have not just cheesy things, but really to say, look, I worked hard for this. And now I'm going to celebrate what I set out to achieve.”

What is the best gift to give your children?

“I think the biggest thing parents don't recognize is the gift they have to pass on to their children is their values. And if parents don't take the time to articulate their values to one another, there's no way that they're going to pass them on to their children purposefully. And our children are too precious to leave it to chance.”

Wow. So true. Take a moment to think about your values right now.

Write down a list of values that explain the core of who you are. Then work backward and think about how you can pass those values on to your family.

We know this season of COVID has changed our lives dramatically. But we encourage you to take advantage of the time you can spend with your family like you never have before. COVID is bridging the technology gap in generations and inspiring us to all connect differently. And that’s a beautiful thing for family.


Want to connect with Casey Cox?

The best way to find him is on Facebook and look for the Health Coach in San Dimas. Be sure to add him and follow his Facebook Lives where he shares some great spiritual, health, and leadership based information.

Or you can email him directly at casey.ocn@gmail.com.


Are you making a plan to reach your goals and stick to them? Who is holding you accountable? If you’d like it to be us, connect with us. We will walk with you.

And of course, what are your real estate goals? Let us know how we can help you!


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Lori Alvarez has been in the Real Estate Industry for almost 15 years. If you’d like to contact her call her at 909-227-4196. She loves helping families find their home sweet home.

Our podcast is geared towards our current clients. We love to give our buyers and sellers great information. Wondering about something we haven’t covered? Send us a message. 

Thanks for reading. What’s going to be your next step to finding your home sweet home?

Real Estate is an ongoing, beautiful story. That’s why we love to share ours and to help you begin yours! Tune in to the next episode where we will continue the conversation.

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Episode 26: Setting Goals in your Occupation

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Episode 24: Goal Setting: Moving FORwarD in 2021