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.

Thanks for watching! 

Ready to take the next step?

Schedule a quick call with our financial advisors.

Recommended Reading

Wealth Management in Chicagoland area on what to expect when named as trustee

Ep 70. What You Should Expect if You Are Named as Trustee

In this episode we explain the legal process of inheritances, managing beneficiary relationships, and accomplishing this in a tax efficient way.

Financial Advisors on Helping Recent Widows when your spouse passes

Ep 69. What You Forget to Plan for, Until After Your Spouse Passes

In this episode, we helped our fictional client Renee, take control of her retirement plan after her spouse passed.

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.