Have you ever been to a restaurant, looked at the menu, and thought: I didn’t even know I was in the mood for that, but it sounds perfect!
I know I have.
Financial goal setting can be a lot like going to a restaurant. It can be difficult to know which goal you’re targeting without first knowing what goals are available to you.
In response to this challenge, we’ve created this “Master List Of Goals.” This resource is inspired by the work of Ray Sin, Ph.D.; Ryan O. Murphy, Ph.D.; and Samantha Lamas, who authored “Goals-Based Financial Planning: How Simple Lists Can Overcome Cognitive Blind Spots” in the Journal of Financial Planning.
These foundational questions can help expand your understanding and awareness of possible goals to consider.
