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Helping Diligent Advisors Ensure They're On The Right Planning Path

Master List Of Goals (2023)

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Retirement Goals

Do you need help deciding when you want to retire?
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Do you want to retire early?
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Do you want to slow down and work part time (semi-retire)?
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Do you want to take sabbaticals during your career?
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Do you want to feel confident about your plans for retirement?
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Do you want to feel confident about your retirement income sources (e.g., investment accounts, retirement plans, pension plans, Social Security)?
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Do you want to feel confident about your current (and future) financial situation?
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Do you plan to change your residency in retirement?
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Family Goals

Do you want to have or adopt a child?
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Do you want to save for a child or relative’s education?
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Do you want to save for any family milestones (e.g., bar/bat mitzvahs, graduations, weddings)?
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Do you want to support family members who may require special needs planning?
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Do you have any parents or other family members you want to care for?
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Do you have plans to change your marital status?
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Self-Development & Professional Goals

Do you want to achieve financial independence or improve your overall financial health?
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Do you want to pursue more education or certifications for personal or professional reasons?
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Are you looking for professional advancement (new job, career, promotion)?
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Do you want to optimize your employee benefits and compensation package?
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Do you want to start your own business?
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Asset & Debt Goals

Do you want to reduce the risk of market volatility on your investments?
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Do you want to increase the rate of return on your investments?
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Do you want to improve your cash flow (increase income or reduce expenses)?
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Do you want to increase the amount you keep in your emergency fund?
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Do you want to save more for future goals?
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Do you want to protect your real and personal property from risk?
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Do you want to refinance or pay off any loans (such as mortgages or student loans)?
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Do you want to refinance, consolidate, or pay off any debts (such as high-interest credit cards)?
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Do you have plans for a second home or vacation/investment/rental property?
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Lifestyle Goals

Are you planning to move (such as changing your residence) now or in the future?
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Are you planning to purchase or sell a home?
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Are you planning to purchase or sell a second home?
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Do you want to make a significant home improvement or major purchase?
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Do you want to buy or lease a vehicle?
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Do you want to plan a large vacation now or in the future?
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Tax Planning Goals

Do you want to reduce your tax liability now?
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Do you want to reduce your tax liability in the future?
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Do you want to support a charity?
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Are you planning to sell a business, real estate, or another major asset?
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Health Care Goals

Do you need to plan for a disability?
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Do you want to plan for long-term care expenses?
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Do you want to plan for future medical expenses?
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Do you need to make changes to your health insurance coverage?
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Do you want to age in your home and avoid a nursing home?
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Do you need to prepare for a possible illness (for either you or your spouse)?
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Estate Planning & Wealth Transfer Goals

Do you want to provide gifts to your children and loved ones during your lifetime?
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Do you want to protect your assets from creditors, bankruptcy, or divorce?
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Do you want to feel secure that your appointed fiduciaries will carry out your wishes in the event of your incapacity and/or death?
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Do you want to ensure that your spouse or other family members are cared for in the event of your death?
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Are there charitable organizations that you want to support?
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Do you want to ensure your assets pass to your heirs easily?
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Do you want to place some restrictions on the assets your heirs will inherit?
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Miscellaneous Goals

Are there any other goals you want to consider that are not addressed above?
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Investment advisory services are offered through Emancipare Investment Advisors LLC; an investment adviser domiciled in the Commonwealth of Pennsylvania. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless the firm and the sender of this message are registered and/or licensed in that jurisdiction, or as otherwise permitted by statute.  

The contents of this email communication and any accompanying documents are confidential and for the sole use of the recipient. They are not to be copied, quoted, excerpted or distributed without express written permission of the author. This document is intended to be used in its entirety. Any other use beyond its author's intent, distribution or copying of the contents of this email is strictly prohibited. Nothing in this document is intended as legal, accounting, or tax advice, and is for informational purposes only.

Updated 12/1/2022

© fpPathfinder.com. See the disclaimer.

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