One of the overwhelming parts of meeting with a financial planner can be naming goals, especially if you are younger and simply trying to survive daily life. Maybe your goal is to survive, and that's ok! Today, Stacey is here to share how to reframe how we think about goals so that we don't have to put pressure on ourselves to know when to retire or exactly how much money we need 40 years from now. Making smaller good choices now will help later when we know more about what our goals are and if we have prepared well, we will already be well on our way to achieving those goals!
Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis TN 38137. (901) 422-7526, This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.