When it comes to building a financial plan, one of the first things that’s recommended to do is come up with goals. Some people have no problem rattling off 10-15 goals they want to achieve, but for others it can be difficult — they may want to retire one day, and they obviously don’t want to run out of money — but aside from that, it can be difficult articulating or formulating other goals.
There are no “right” or “wrong” financial or life goals, it’s all dependent on what’s important to you.
If you’re having trouble determining goals, or could use inspiration, download the checklist below.
Bautis Financial Advisor Commentary: March 17, 2022