When To Use
- Map our short and long term financial priorities
- Help you unwind what might feel like competing priorities
- Invest yourself in your financial plan while also identifying your opportunities and obstacles
As you work on accomplishing your financial goals you might find that you feel like you have competing priorities or you might not know how to prioritize your financial goals because they all feel equally important.
Use this exercise to walk yourself through your priorities and create an intentional plan that will help you decide on your next best step.
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