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Master List of Goals

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Goal setting is fundamental to sound financial planning. It is essential to identify and prioritize your objectives before making decisions. However, you may have difficulty expressing and assigning precedence to your goals. It is also easy to simply overlook a need or objective. 


These foundational questions will help you expand your understanding and awareness of possible goals to consider, including: 

  • Retirement and lifestyle goals
  • Tax planning & healthcare goals
  • Self-development and professional goals
  • Estate planning and wealth transfer goals

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