Dec 30, 2024
Do you have a Goal? – It is time to think about 2025 New Year’s
resolutions and goals. Chris
Boyd and Jeff Perry share their personal perspectives on setting
goals in all areas of one’s life.
The duo shares why using the SMART goal planning system can be the
most effective method.
Jeff uses the example of having the goal to save for future college
expenses of a child or
grandchild. Chris explains how goals play such a critical part of
having a successful long-term
financial plan.
The AMR Team is seeking your opinions on the Something More
podcast. To participate in our
survey, please click the following link: https://lnkd.in/ekcsvPaM
For more information or to reach Chris Boyd or Jeff Perry, click
the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr