• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Financial Planning Checklist: A List of Financial Goals to Set and Achieve

March 18, 2022 by Marc Bautis

Reaching goals and achieving personal ambitions are major objectives of the financial planning process. If you're unsure of where to start, this master list of goals should inspire you.


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.

Download the Checklist

Category: Personal Finance, VideosTag: Financial Planning Checklists, goals
Previous Post: « Marc Bautis Advisor Commentary Bautis Financial Advisor Commentary: March 17, 2022
Next Post: Market Recap Week of 3/14/2022 Through 3/18/2022 – Daily Flash Briefing Stock Market Recap »

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2023 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top