Financial Coaching & Goal Setting

A Good Financial Plan Will Get You to Where You Want to Go But That Begs the Question of Where Do You Want to Go?

You are more than you money! Your financial plan will be developed to achieve what is most important in your life. We do not deal in dreams, but we must start there. First, you dream, and then to realize those dreams, you change. Goals are dreams with deadlines.

The Goal Setting appointment helps you discover, focus, and reinforce your goals. These goals are the basis of a successful financial plan. A financial plan exists to support your goals.

A dream becomes a goal when it is SMART.
  • Specific
  • Measurable
  • Achievable
  • Relevant
  • Time-sensitive


Every goal must have a deadline.

We encourage in-depth conversations about what retirement looks like to you, what kind of schooling do you want for your children and any other important life goals.

We recommend you taking the GOALS & VALUES INVENTORY in the link below to help you identify and prioritize your goals. Please note that it will take approximately 15-20 minutes to complete this exercise.