Daily Juice 016 – How to figure out financial priorities-Part 2

Daily Juice 016 – How to figure out financial priorities-Part 2

In the previous episode, we identified our goals and made a list by writing them down. Here is what we do next:

Step #3: Set priorities

So, you now have a list of your goals how do you decide which goal you should focus on first? It’s not easy. I know. We, as human beings want instant gratification and our goals constantly collide with one another.

Rank your list in order of importance based on time horizon.

If you are struggling to prioritize the importance, ask yourself:

a. Which goal will cause more harm if deferred to a later time?

b. Which goal will benefit more people around you?

However, I still think you should be able to focus on several goals at a time. You’ll have to, because time is what we don’t want to loose as you only focus on one priority.

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Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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