Episode 41: How to Set Goals (You’re Already Succeeding)

by Financial Design Studio, Inc. / April 17, 2024

We want to take advantage of every opportunity that comes our way. That’s why coach Sarah Fincher shares why doing “the right things” isn’t always enough. In this episode we talk about how defining what you want matters for how to set goals.

Take a listen right here, or head over to your favorite steaming platform!

Key Moments: How to Set Goals

1:49 Meet Sarah!

3:20 What even is a coach?

10:58 What if I’ve already “made it?”

21:03 How to use goals

25:29 What difference does goal setting make?

30:13 Why doing the right thing isn’t always enough

38:33 What types of goals can you set?

48:52 Closing thoughts

Related Links

Learn more about the International Coaching Federation (ICF).

Reach out to Sidewalk Coaching, and Sarah or Andrew Fincher, at sarah@sidewalkcoaching.com or andrew@sidewalkcoaching.com

In episode 11, we talk about how to get where you want to be.

For more on financial goals, listen to episode 14, “Don’t Make Retirement Your Dream.”

Stay Connected!

If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about money. We’ll see you in the next episode.

Credits for Episode 41

Executive Producer : Anna Lewis

Host : Michelle Smalenberger, CFP®

Guest : Sarah Fincher

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Financial Design Studio, Inc.

We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.