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Cha Ching Financial Planner

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$7.95
$7.95
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Chi Ching Financial Planner

 
Why do you need a financial planner and guide you ask? Well, if you were to meet with a certified financial planner one of the first things, he or she would ask you is do what you want your money to accomplish. So absolutely, this should be the first thing you should ask yourself. What are your short-term needs? What do you want to achieve in the next 5 to 10 years? What are you saving for long term?

 

It is easy to talk about goals in broad terms, but you need to get really specific and write them down. Clear and Concise, with dates and times. YES! You want to hold yourself accountable. For example, I want to pay off my Macy’s Credit Card of $750.75 by May 15, 2021 at 3:00pm.  Get It!

 Which goals are most important to you?  When you identify and prioritize your goals now it will feel more like and act like a motivator.  Achieving your goals requires insight as to where you right now.  So, start with what you have. Explore your financial details and use your new planner to help your access and manage your day to day money move. 

Write down your goals!
You will get a PDF (1MB) file