New Year. New Goals. A Checklist for Women and Money - 2023.

Terri Spath |

Whether you make goals for a new year or skip that pressure, we have an easy checklist for women and their wealth in 2023. Goal setting is fundamental to great financial planning. We can help.

We guide women in identifying and prioritizing objectives. Have difficulty expressing your goals or prioritizing them? We love the challenge of uncovering and framing goals for women. It's not about the money. It's about what you do with your money.

In response, we've got this "Master List of Goals" specifically designed for women and their wealth. The process and questions are organized around:

- Retirement and lifestyle goals

- Tax planning and healthcare goals

- Self-development and professional goals

- Estate planning and wealth transfer goals.

Whatever year or month or week or day, we can get started!