Category: Planning

Preparing for the New Year: Setting Goals

It’s that time of year when many set their objectives for the following year. Roxanne Arnal, Certified Financial Planner and Optometrist provides an excellent real world framework for goal setting. She recommends that you parse your goals into three distinct categories: Checklist goals, Forecast goals, and Dream goals. And that you anchor the latter by connecting with your WHY.

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