"E"stablishing Goals


Throwing a dart without first aiming at the target is both pointless and dangerous. Unfortunately all too many people take this very approach with the financial future of their family and/or business.  The financial philosophy that says “we will live on whatever we are able to save” is more common and more dangerous than most people would like to admit.

We believe that preparing in advance for your future financial health requires establishing clear, definable and attainable goals. Whether your time horizon is a few months or a few decades, identifying and establishing your “target” helps you improve your “aim”. We also believe that it is imperative to reevaluate your goals on a regular basis since financial circumstances change and the “target” tends to move.