How to Set Financial Goals (According to a Coach) [Video]

by Financial Design Studio, Inc. / April 26, 2024

Many people know the life they want, but aren’t sure how to set financial goals to get there. In this video, ICF coach Sarah Fincher shares how she works with her clients on their goals.

Listen to our full conversation in episode 41, “How to Set Goals (If You’re Already Succeeding)” from the Behind the Designs podcast.

If you have more questions about your investments, executive compensation, or tax planning, then reach out! Our team would love to see how we can help bring confidence to you and your family’s finances.

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