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How to Set Financial Goals for Investing

May 25, 2023

Setting financial goals is essential to achieving financial stability, yet many investors may not know where to start. Once your risk tolerance and time horizon have been determined, there are several steps you can take to help identify your financial goals and increase your likelihood of achieving financial stability.

Ashley Sullivan, AWMA™, CFP®, CRPC™, CSRIC®, MS, Private Wealth Advisor at LVW Advisors, shares with Forbes that “being able to understand the true driving force behind your goals” is critical for financial goal setting. “When heart and emotion are involved, it may increase the likelihood that the goal is met.” Ashley also emphasizes the importance of revisiting your goals periodically.

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