Stay updated on all areas of tax filings and business processes affected by COVID-19

Learn more

Meet your 2020 financial goals

person holding mobile phone in front of laptop comparing data showing on both devices

What values and motivations are behind my financial decisions?

Where does my money go on a daily, weekly and monthly basis? 

What is my spending plan? How can I ensure my daily spending habits don’t undermine my goals? 

How can I shop and spend smarter to “find” money without have to earn more?

What is my current debt ratio and how can I reduce it?

Am I paying myself first to save money and to start a strong retirement income planning program?

How am I tracking my goals and celebrating financial milestones? 

Where can/should I invest money to reach my financial goals?

However you feel about setting financial goals, the important thing is that you take a little time to make sure you are on the right track. Start by jotting down the answers to the questions above. 

Feeling stuck?
Our firm can help. Contact us for assistance in planning for and meeting your 2020 financial goals. 

Back to issue