The hustle and bustle of the holidays is in full swing, but have you stopped to think about what comes next? 2025 is right around the corner and it's the perfect time to take a moment to plan for all you want to do in the new year.
Reflect on your 2024 financial goals. Here are a couple questions to help.
• Did you accomplish what you set out to?
• How can you be more efficient this year?
Then, begin planning for 2025.
• What is your #1 financial goal for the new year?
• How do you plan to get there? Write down your micro-goals; These can be monthly, or quarterly money moves that contribute to your #1 goal.
If you need a little help with your plan, we’re here – schedule time with your very own Certified Financial Coach to knock out your financial goal one money move at a time. Our coaches will help you build your plan for 2025 and guide you every step of the way.
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