Intelligent Investing #38 08.12.22 - Glenns Financial Success Advice 1 of 3

Glenn’s Finance 101 – Financial Success Advice

Section 1 – Goals, Visions & Reflection

1. Goals - Why is it important to have a clear goal(s) when it comes to your financial life?

2. Vision – What do you mean by having a vision? Is that like a vision statement, but for your financial life?

3. Where do you start? Retirement? College Savings for Kids? Paying off Debt?

4. Following up with the previous question, how do your prioritize these goals? If I came in and sat down to talk with you about my potential financial goals, how would you help sort out the most important place to start?

5. In the last question you mentioned having buckets for short, mid and long range goals. Can you expand on what that might look like for a hypothetical client aged 45?

6. Why is it important to develop all three of these above buckets? Do you ever come across people who may focus too much on any one area and has that negatively Impacted them?

7. Why is it important to reflect on your financial goals and give them intentional thought and research?

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WT Wealth Management
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