Goal Setting & Tracking

Structure for sustainable progress

Setting realistic goals and monitoring progress toward meaningful health improvements

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Why does structured goal setting matter?

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Vague intentions don't produce results. 'Get healthier' means nothing actionable. 'Walk 30 minutes four times a week' is specific and measurable. Structured goal setting transforms wishful thinking into concrete progress.

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See where your benefit plan is leaking

Find out what gaps exist — and what you can do without changing your plan.

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We'll show you where money is leaking, risks are growing, and what you can fix within your current structure. No pressure to change brokers, carriers, or benefit design. Just clarity.

  • Gap analysis based on your actual plan structure


  • Clear findings you can share with your broker


  • Recommendations that layer on — no disruption required
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Get a FREE assessment today!

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SMART Goal Framework

Goals that work are Specific, Measurable, Achievable, Relevant, and Time-bound. Your coach helps translate big aspirations into SMART goals that actually drive behavior.

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Progress Tracking

What gets measured gets managed. We track progress against goals, providing visibility into how you're doing and where to focus effort.

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Milestone Recognition

Big goals need intermediate milestones. Celebrating progress along the way maintains motivation for long-term objectives.

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Adaptive Planning

Goals aren't set in stone. As circumstances change or you learn what works, goals evolve. Adaptive planning keeps objectives realistic and relevant.

What is Goal Setting & Tracking?

Goal Setting & Tracking is the structured process of defining health objectives and monitoring progress toward them.

Effective goals share specific characteristics: they're concrete, measurable, realistically achievable, personally meaningful, and time-bound. Your health coach helps translate broad health aspirations into goals with these characteristics.

Tracking provides visibility into progress—what's working, what's not, and where to focus effort. Together, goal setting and tracking create a framework for sustainable improvement.

Why Do Most Health Goals Fail?

Most employers renew their health plans year after year without questioning the underlying assumptions. Brokers present options, carriers set rates, and leadership approves budgets based on incomplete information.


The result? Companies overpay for benefits employees don't use while missing coverage gaps that create real risk. They accept premium increases as inevitable rather than addressable. They lack visibility into where their money actually goes.


A Healthcare Risk Assessment changes that. It gives you the data and insight to make informed decisions, negotiate from a position of strength, and take control of one of your largest operating expenses.

How It Works

Goal setting and tracking creates structure for health improvement.

Aspiration Exploration

Your coach helps you identify what you really want to achieve—the deeper motivations behind surface-level goals.

Goal Translation

Broad aspirations become specific, measurable goals. 'Get healthier' becomes concrete objectives with timelines and metrics.

Tracking Setup

We establish how progress will be measured—what metrics matter, how often to check, and what tools to use.

Ongoing Monitoring

Regular progress reviews assess how you're doing. Successes are celebrated; struggles are addressed with strategy adjustments.

When Should You Set Health Goals?

Goal setting can happen anytime, but common triggers include:

• Starting health coaching relationship
• After health events or diagnoses
• During annual wellness check-ins
• When ready to address a specific concern
• At natural transition points (new year, birthday)
• Whenever you're motivated to change

Your coach is ready to help whenever you're ready to set goals.

Where Does Goal Tracking Happen?

Tracking integrates into your life however works best:

• Coach sessions for progress discussions
• Mobile apps for daily tracking
• Simple logs for manual recording
• Connected devices for automatic data

The best tracking method is the one you'll actually use consistently.

Who Benefits from Goal Setting & Tracking?

Anyone seeking health improvement benefits from structured goals:

• Those with specific health objectives
• Employees managing chronic conditions
• People who've tried to change before and failed
• Anyone wanting accountability for health commitments
• Those who respond well to structure and measurement

See What Our Customers Are Saying

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"What could have been data driven, was soon a conversation. Over 3 years with the best coaches, listeners, advisors you could ask for. If Monique didn't have an answer readily, she would note it, research it, and then update you on the answer. Always a positive meeting. Highly recommend!"

— Sue D.

“Our Medical Insurance Premiums were Out of Control! Thanks to Weltrio and their amazing team of healthcare experts, Weltrio is my single most-profitable cost center!”


— Cayuse CEO

Everything You Need to Know

At Weltrio, we are a medically trained team that works with HR and benefits partners at companies of all sizes to improve healthcare quality, reduce risk exposure, and optimize costs. We work within your existing plan structure—providing employers with clarity, trust, and transparency at every step. Whether you're upgrading your benefits plan or building from scratch, we've got you covered.

  • Is this the same as telemedicine?
    No. Clinical support provides guidance and triage, not diagnosis or treatment. We help employees decide when and where to seek care.
  • How many nurses will be assigned to our company?
    Assignment depends on your company size and typical utilization. Smaller companies may share a primary nurse with backup coverage. Larger organizations get dedicated teams. Either way, employees experience consistent relationships with clinical professionals who know them.
  • Who answers calls in the middle of the night?
    Board-certified nurses from your Weltrio clinical team. We staff night shifts with experienced nurses who have full access to your company's benefits information and employee interaction history. It's not an outsourced answering service.
  • What protocols do nurses use for triage?
    Our nurses use evidence-based clinical decision support protocols developed from emergency medicine and primary care best practices. These protocols are regularly updated based on current medical guidelines and are customized for telephone/virtual assessment settings.
  • How much does an unnecessary ER visit actually cost?
    Average ER visits cost $2,200 or more—even for minor issues. Add lab work, imaging, or specialist consultation and costs climb quickly. The same conditions treated at urgent care typically cost $150-300, and telehealth visits run $50-75.