Having a clear understanding of what a client want to achieve financially is crucial for developing a positive money mindset.
Goal setting exercises provide clear direction for their financial journey, making it easier to align their daily actions with their long-term financial aspirations.
Goal Visualization. Imagining their financial future, visualizing daily actions and creating a vision board showing images representing their financial goals.
SMARTER Goal Creation. Ensure their financial goals are Specific, Measurable, /actionable, Risky, Time-Keyed, Exciting, and Relevant. Then breaking them down to smaller, more manageable steps and regularly reviewing and adjusting to stay on track.
I’m a great referral for the couple who struggle with financial goals. Connect us so they can envision a brighter financial future.
Tom Wallace - Wallace Financial Coaching