Goal Setting & Money Coaching…
Define your vision.
Achieving meaningful, life-changing results requires dedication, hard work, and a clear set of goals. Thoughtful forward planning truly pays dividends.
Of course, life will inevitably throw challenges your way, and there will be moments when you need to reassess and adjust your course. However, it’s just as important to stay focused and not let setbacks derail your aspirations.
Well-defined, passionate goals act as your anchor, empowering you to push through obstacles and remain resilient. Staying calm, hopeful, and motivated is often half the battle.
What drives you?
After more than 40 years of helping clients achieve their financial and lifestyle dreams, one truth remains clear: visualizing a specific goal, committing to it, and supporting it with a well-structured action plan is transformative.
But where do you begin?
Start by seeking guidance from a trusted Financial Planner or Advisor to set you on the right path. In the meantime, explore these 25 thought-provoking questions designed to ignite your imagination. Answer each with four goals, and you’ll create your ultimate “dream list” of 100 aspirations to guide your journey.
How much is 'enough'?
Do all your future plans hinge on having significantly more money than you have now? If the answer is yes, it might be time to reflect deeply on your values and priorities. By doing so, you can create a realistic financial plan that aligns with the life you truly want to live.
Planning your financial future isn’t just about accumulating more wealth. True financial freedom lies in understanding what’s most important to you and managing your resources to support those priorities. It’s about achieving a sense of “enough”—that point where you feel comfortable, secure, and genuinely happy.
So, how much is enough for you? Taking the time to define this can be a powerful first step toward building a fulfilling and balanced life.
Rick Maggi, Financial Advisor, Perth
