Set Better Goals for YOU

January 5, 2019

If you are like the 44% of Americans who make New Year’s resolutions in January, you might want to rethink how you develop your goals so that you are more likely to achieve them. I use a structured goal-setting process (licensed from Money Quotient) with my financial planning clients to help them live a more meaningful life. Some of the tenets might be useful to you as you set New Year’s resolutions. Read more

Financial Planning Tip #2: Articulate Your Goals

October 1, 2014

“If you don’t know where you are going, any road will get you there” – Lewis Carroll

In order to lead a fulfilling life, it is important to step back and think about what gives meaning to your life and what are your most important goals. It is too easy to get absorbed in doing what you think you should do instead of focusing on what is really important to you.

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