Goals & Values Review
Even the best plans need an update.
When was the last time you reviewed your personal and financial goals? The beginning of the year is a great time to do it! Some of you are snowed in or frozen in place anyway...why not take 20 minutes and see how your priorities may have changed since the last time you reviewed your goals?
ACP, the Alliance of Comprehensive Planners, has a simple and useful online tool. Check it out at goalsvalues.acplanners.org!