Title: "Is this best for your finances right now?" in black on top. Below it is a photo of a stack of U.S. dollar bills with a gold-colored bow on top.

Overview

The best thing for your money might have nothing to do with investments. However, it may still involve taking stock! 😆

Now’s a good time to review - and document - what you did in 2025.

You might earn a bigger raise or bonus!

Updating your accomplishments may help you:

  • shape your story,

  • set your direction, and

  • expand your options.

1. Shape Your Story

Raises occur in February at many companies.

Schedule

If raises go live in the middle of February, that likely means:

  • Early January: managers evaluate teammate performance,

  • Middle of January: supervisors input the raises,

  • End of January: leaders finalize raises, and

  • Early February: Payroll processes the raises.

An employee may be able to influence the decision early in the year. However, they need a point of view soon!

Title: "Raise timeline" with five labels below it. Blue "Early Jan: Managers evaluate", Light Blue "Mid Jan Supervisors input", Teal: "Late Jan: Leaders finalize", Turquoise "Early Feb Payroll processes", and Hunter Green "Mid Feb Raises take effect"

Document

Your accomplishments can:

  • lead conversations with your manager and

  • go on your resume or CV.

List

Consider summarizing what you did this year. You don’t have to send it to your supervisor - though I often did.

Simply creating the list can clarify your thoughts!

Questions

  • What were your projects this year?

  • Are they complete?

  • How did they go?

Be objective - share both positives and negatives.

Initiative

Goal setting and performance reviews can be formal.

Self-evaluations may have more impact when reviews are optional. Creating them shows initiative!

Support

Your supervisor’s perspective may differ from yours.

Expect to be challenged! Prepare responses to objections.

Share results. Demonstrate your impact - and how you achieved it.

Photo of a blank U.S. dollar will without the amount. On top says "IN GOD WE TRUST." Below it what appears to be a red stamp: "EVERYONE ELSE: BRING DATA!"

Resume

Some managers ask direct reports to update their resume each year.

This practice:

  • ensures they’re updated regularly,

  • documents key results, and

  • levels the playing field for everyone on the team.

It’s a good idea to refresh your resume at least once a year.

The best time is in the moment:

  • Memories fade.

  • Coworkers move.

  • Data disappear.

I love to see numbers on a resume! It takes extra care to track the impact.

Progress

A little effort can go a long way.

Extension

Even a challenging project has bright spots.

Amplifying that success or applying it to other areas may be quick wins.

Start

Any progress is better than a goose egg!

The work may be easier than you think.

Also, circumstances change:

  • A new tool, process, or team may have come online.

  • A fresh approach might unlock hidden value.

Lessons

Documentation is important when things go well.

However, it can be even more important when they don’t!

  • Why wasn’t something completed?

  • Is there anything that can be done about it?

To err is human.

Supervisors are more likely to overlook a setback if an employee:

  • learned from it and

  • won’t repeat the same mistake.

Also, a key insight could make the whole exercise worthwhile!

2. Set Your Direction

Reviews can also serve as a guide.

Projects

Consider your work:

  • What did you like most?

  • What was your least favorite?

  • Why?

You may be able to systematically improve your job satisfaction by doing:

  • more of what you like and

  • less of what you don’t.

Title: "Do:" on top. Below it is a green checkmark next to "More of what you like" and a red X "Less of what you don't." A photo of dominos standing up in a snake-like formation is in the lower right.

Your boss isn’t a mind-reader! Let them know what you enjoyed, and why.

They may send you similar work or responsibilities.

People

Repeat the process for coworkers:

  • Who did you like most?

  • Who was challenging?

However, handle with care. Focus on how much you enjoyed working with your favorite people. Try not to speak ill of anyone.

If asked what you think about someone you don’t like, consider the sandwich approach:

  • mention a positive,

  • share a negative, and

  • add another positive.

Skills

Also consider your skillset.

  • Did a knowledge gap slow you down?

  • Is there anything you’d like to learn?

  • How might you develop new skills?

3. Expand Your Options

A review can also help you know and grow your opportunities.

Alignment

You likely have a point of view on your performance.

Sharing it with your manager can be informative.

Both Positive

If you feel you did well and your manager agrees, that’s great!

Discuss next steps:

  • Where would you like to take your career?

  • Does your supervisor have suggestions on how to get there?

Both Negative

If you and your manager agree that your performance was less than stellar, consider why!

  • Do you lack resources, support, or training?

  • How can you get back on track?

Positive Surprise

Your manager may be pleased with your performance even if you feel you struggled. If you, you may lack confidence.

It may help to:

  • Celebrate your wins - even journaling may help.

  • Reframe your setbacks - they’re growth opportunities.

Negative Surprise

You may find yourself in an unfortunate position. You might feel you did well, and your supervisor disagrees.

Run into the fire! It’s worth a conversation.

Share facts where possible. You might change their mind.

If every win you share is challenged or ignored, your relationship with your supervisor may be strained. Your career could be in jeopardy.

It may be time to consider a role with another team or company.

Title: "Performance Review." Below is a table with "Your" and "Your Manager's" take, with + and - signs. Both + is green Opportunity. Both - is  red Support. Your - and Manager's + is yellow Confidence. Your + and Manager's - is orange Communication.

Change

Change is the only constant.

According to EY, the average lifespan of an S&P 500® company is 15 years.

You may outlive your employer many times over!

Even before the company closes:

  • Layoffs are a constant threat.

  • An honest mistake may not be forgiven.

According to the U.S. Bureau of Labor Statistics, the average tenure of an employee with a company is about four (4) years.

Average time in a position is likely much shorter because of promotions, lateral moves, and demotions.

Even people who “retire” may find themselves:

  • working part-time,

  • serving on boards, or

  • consulting.

A current resume may ease career transitions.

Title: "An updated resume helps after a:" on top. Below it are two green checks in boxes next to "Good performance review" and "Bad performance review." Below that is a photo of two hands holding up one smiley face and one frowny face plastic block.

Conclusion

Reviewing your accomplishments can impact your income. Few activities may earn as much per hour!

However, it’s not just about the raise. It’s also about making the most of your career. At the very least, it’s nice to know where you stand.


Hey, thanks for reading my article about updating your accomplishments!

Just a reminder, I share many of resources that can help you.

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Disclaimer

In addition to the usual disclaimers, neither this post nor these images include any financial, tax, or legal advice.

Kevin Estes, CFP®, CCFC, MBA | Founder | Scaled Finance

Kevin Estes is a financial planner helping tech professionals and their families live great lives.

He worked in T-Mobile Financial Planning & Analysis for nine years and has extensive experience with tech compensation and benefits. He received a certificate in financial planning from Boston University, passed the CERTIFIED FINANCIAL PLANNER™ exam, and founded Scaled Financed in 2022.

About | LinkedIn | Contact

https://www.scaledfinance.com/
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