4 Steps to Attainable Financial Goals
Setting financial goals is essential to creating a financial plan—learn how to create goals and measure your progress toward them.
Imagine you’re planning a family vacation, and your spouse wants to drive, while you want to book a flight. If you’re planning a trip to the campground near your house, it would be ridiculous to fly; if you’re planning a trip to Europe, driving is out of the question. Your destination largely influences how you will get there, and it’s the same with financial planning. Before you think of choosing investments or forming an estate plan, you first have to establish your financial goals. After all, until you choose your goals, you have no way of making progress toward them.
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