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Your Vision & Objectives for Planning

Your Vision & Objectives for Planning

August 07, 2023

One of the best places to start planning is by figuring out what you'd like your future to be!

Try a visualization exercise and write down specific goals. This is important not only in articulating your thoughts, but clients have reported that this helped them communicate their dreams and desires with a spouse/partner and their families. 

This exercise is best done individually and then shared, and/or you may also complete it with your spouse or partner. 

Here's an example:


You may find a Vision & Objectives template HERE

This may feel like a daunting task, especially if you're at the stage of giving serious thought to retirement. We're here to help! Part of our financial planning process is helping clients to figure out what they want and what is feasible for them given their current circumstances. Once we know the direction you want to take, we'll work together to come up with strategies and action steps to get you on your way to making your vision a reality. 

Contact us to learn more about financial planning.