Goal setting is fundamental to sound financial planning. It is essential to identify and prioritize objectives. Sometimes, you may have difficulty expressing and assigning precedence to your goals. Or, you may simply overlook a need or objective.
In response to this challenge, we’re offering a Master List of Goals checklist. This resource is inspired by the work of Ray Sin, Ph.D.; Ryan O. Murphy, Ph.D.; and Samantha Lamas, who authored “Goals-Based Financial Planning: How Simple Lists Can Overcome Cognitive Blind Spots” in the Journal of Financial Planning.
