Ep. 75 Set Your Goals

03/29/14 • 17 min

On the show this week Frank and Dave spend time talking about setting goals. Identifying purpose, short term and long term goals. Reflecting on the first quarter of 2014 when it comes to your goals, and planning for the 2nd quarter of 2014. Identifying purpose, short term and long term goals

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.
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To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.
Follow us online on Facebook, LinkedIn and YouTube

Previous Episode

Ep. 74 Truths about Investing

This week Frank discusses some of the truths about investing, rules of thumb, diversification and how a portfolio is put together among other investment topics.

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.
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Next Episode

Ep. 76 Financial Literacy Month

This week is the introduction to Financial Literacy Month. Also this week Jim Schepis joins Frank and David to discuss and give insight into Autism awareness month.

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.
Follow us online on Facebook, LinkedIn and YouTube