Wealth Advisor Annual Goal Tracker

Posted on February 28, 2020

Wealth Advisor Annual Goal Tracker

A goal without a plan is just a wish.

We’ve all been there.

The year is coming to an end, and we get a surge of motivation. We want to better ourselves – whether it’s eating healthy, reading one book per month, going to the gym or waking up early to enjoy a cup of coffee at home instead of scrambling to leave for work.

These are all great goals that would benefit your life. But, as you know, when March rolls around, we’ve all continued eating those unhealthy snacks, not going to the gym and hitting our snooze button three times before waking up.

Why is this? We don’t make a plan. A goal without a plan is just a wish.

Don’t treat your firm’s goals be like a forgotten New Year’s resolution. Make a plan.

To help, we created a template for you and your firm to create and track Big Hairy Audacious Goals (BHAGs) and Wildly Important Goals (WIGs).

This template lays out your goals and acts as a first step to actively pursue your goals. If you’re ready to identify your goals and actively chase your dreams, download it now.

Download the Guide