The overlap ↔๏ธ between your Financial Goals ๐ฐ and your Life Goals ๐ฏ
FINANCIAL GOALS ๐ฐ๐ฐ๐ฐ
๐ต Emergency Fund
๐ College Savings
๐ New Home
โ๏ธ Travel
๐ Retirement
LIFE GOALS ๐ฏ๐ฏ๐ฏ
๐ Security
โ Safety
๐ Stress Free
๐ฅณ Fun
๐งธ Comfort
โค๏ธ Legacy
๐ Experiences
โWhat does your vision ๐ look like โ๏ธ
โDo you have a plan to make your vision ๐ reality โ๏ธ
โCould you use a hand ๐ or two ๐ โ๏ธ
๐ฌ๐
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