The Importance of Creating Small Financial Planning Goals

Jan 23, 2017 / By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
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Focusing only on broad financial goals can make them seem overwhelming and unachievable for clients. But breaking down big goals into smaller, “bite-sized” pieces that are easily tracked can reinforce positive behaviors and motivate clients to reach their long-term goals.

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