Uncategorized July 15, 2019

Achieve Your Financial Goals

With 2019 approaching, now is a good time to set financial goals.

We often start the year high expectations and good intentions and within a few months (or weeks), we lose sight of our goals.

Here is a plan to keep you on track:

1) Identify what you want: Do you want to save for retirement?  Maybe pay off your debt?  Save for a down-payment on a home?  Then make the desire your goal.

2) Assess your finances: Take an honest look at what you currently has and will be available.  Include all accounts, income and expenses.  You want a complete understanding so you can create a realistic goal.

3) Get SMART: Specific Measurable Attainable Realistic Time frame.

4) Make a plan: Don’t worry about making a perfect plan.  Focus on activities that will help you reach your goals.

5) Have a visual reminder: Have your goal in plain view at multiple locations.  Constant reminders will help keep you on track.