Planning for Your Financial Goals

    This presentation by Dave Strege, CFP® explains how people’s lives have been turned around through the financial planning process and the guidance of a CERTIFIED FINANCIAL PLANNER™ professional, focusing on the first step of the financial planning process - Establishing Goals. Your personal goals come from what you value in life. From understanding your values, you can establish goals that are in line with who you are and start down the path of getting “More of What You Value.”

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Planning for Your Financial Goals

This presentation by Dave Strege, CFP® explains how people’s lives have been turned around through the financial planning process and the guidance of a CERTIFIED FINANCIAL PLANNER™ professional, focusing on the first step of the financial planning process - Establishing Goals. Your personal goals come from what you value in life. From understanding your values, you can establish goals that are in line with who you are and start down the path of getting “More of What You Value.”