Ep 46 Why Setting Goals is Crucial for Financial Planning & Life

Smart Wealth: Navigating Your Financial Future

In this conversation, Brett Cranson and Omari Whyte discuss the importance of setting life goals in conjunction with financial planning, especially as the new year approaches. They emphasize the need to integrate health and wellness into financial goals, highlighting how personal well-being can impact financial success. The discussion also covers the significance of measuring progress and maintaining accountability in achieving these goals, ultimately aiming to provide a holistic approach to wealth management.
Takeaways

• Setting life goals is crucial for financial planning.
• Health and wellness should be integrated into financial goals.
• Measurable goals help track progress effectively.
• Accountability is key in achieving personal and financial success.
• Clients should consider their life plans alongside financial plans.
• Regular reviews of goals can enhance client engagement.
• Financial advisors can help structure and guide goal-setting processes.
• Personal well-being impacts financial success significantly.
• Planning for health can lead to better financial outcomes.
• Establishing clear priorities can streamline goal achievement.

LinkedIn Brett Cranson: linkedin.com/in/brettcranson

LinkedIn Omari Whyte: linkedin.com/in/omari-whyte
For business inquiries, please head over to
https://www.uptownwealthmanagement.com
https://www.familyfirstadvisors.ca
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Brett Cranson & Omari Whyte have been helping Canadians with their Financial, Retirement and Estate Planning since 2003. Our office is based in Toronto, ON, Canada - but help Canadians Coast to Coast.