Paying off student loans. Finishing your basement. Saving for your kids’ college funds. Owning a vacation home. These are just a few examples of some short-term and long-term financial goals – what are yours? Do you have a plan in place to achieve them? Defining your goals and fully understanding your current financial situation are the first steps you can take to achieve those goals.
During this video, we’ll walk you through the process to create your own financial plan, including defining your short, mid and long-term goals, assessing your current income and expenses, and examining your savings plan. Along the way, we’ll help you identify barriers that may interfere with your plans and provide tips and best practices to help you overcome them. You’ll walk away with tools and resources to help you create your financial plan and next steps to putting that plan into action.