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Goals

Investing for Your Time Horizon

When choosing an investment time horizon is critical. How soon will you need the money? What risk can you tolerate? What are your goals?

Planning and Pivoting

Planning does not mean devising an unchangeable blueprint. Rather, planning is stating intentions and setting a flexible course of action.

It’s Not About the Money

Money is important. But, we must explore beyond the desire for money to discover our true wishes. What is the why behind our desire for money?

My 2022 Theme Word: Boundaries

My theme word for 2022 is boundaries. Boundaries help us and others to set expectations and recognize limitations. I plan to establish and reinforce boundries in my personal and professional lives.