Goal setting as roadmap to future finances
Valentino Sabuco CFP urges balancing short term living with long term plans. Write and review personal and family goals to guide retirement, major expenditures, investments, taxes and estate planning. Create a family goal planner, revise as needed, and use goals to stay proactive in financial planning.
Checklist to Solidify Your Goal Planner
A compact guide urges readers to assess personal and family goals across nine lifestyle categories and twelve financial areas. It recommends starting with pencil and paper or a spreadsheet, creating two sheets for personal and financial goals, and distributing copies to family members for completion.
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