Skip to content

Turning Dreams Into Goals & Plans

           

Goal-setting lies at the heart of financial planning. In this topic, you will be introduced to the goal-setting process– from daydreaming about the lifestyle you desire, to creating a rough plan, to developing well-written goals and breaking them down into achievable action steps. An activity will guide you to begin writing                    solidgoalsthat will form the basis for your long-term financial plan.   

                                                                                                  Turning Dreams Into Goals & Plans