Category Archives: Goals

Planning Your Goals Using the Goal Creator

 At Impact Financial Coaching, we think we have a different approach to financial planning.  We like to take extra time to understand your goals and dreams.  When we know what you’re trying to achieve, we’ll give you ideas about how you can achieve them. Many of our clients have never taken the time to clarify…

The five great goals of life

When I started working as a financial planner in 1994, I came across a man called Nick Murray.  Murray wrote a few books aimed at financial planners and spoke at a number of industry events.  One of the concepts he talked about was the ‘Five Great Goals of Life’.  Murray has similar philosophies to me…

Financial Planning Week 2009 Day 5 – Goals and Financial Confidence

In yesterday’s article we talked about how we use the initial appointments as a way to better understand your current financial situation and determine what issues may arise that could stop you from achieving your goals.  As part of that process, we use a tool called the Wealth Snapshot.  In today’s article we’ll look at…

What Would You Do If You Knew You Couldn’t Fail?

My wife asked me this question on the weekend and it made me think.  It led us on to a discussion about things we really wanted to do and achieve in life.  So I want to ask you the same question:  What would you do if you knew you couldn’t fail?  Would you quit your…

What Should You Do Now #2 – What Does It Mean For You?

Sorry for the delay between articles.  We’re now ready to resume our series on ‘What Should You Do Now?’.   In our last article we spoke about how many people are feeling fear and regret about the state of their investments.   I believe one of the main reasons for this is because they don’t know…