Setting Financial Goals
When first meeting with clients, I always ask if having written goals are essential to their financial success. In 16 years of practice, I have never met anyone who has said no. However, when asked to review those written goals with me, fewer than ten of the hundreds of clients I have worked with actually have written down their goals. This used to surprise me. However, I have come to understand that although almost everyone agrees written goals are important, few have ever learned how to write useful financial goals.
Here are some steps I teach clients in helping them write their financial goals: