Master List of Goals

Goal setting is fundamental to sound financial planning. In response to this challenge, we’ve created this “Master List Of Goals.” This resource is inspired by the work of Ray Sin, Ph.D.; Ryan O. Murphy, Ph.D.; and Samantha Lamas, who authored “Goals-Based Financial Planning: How Simple Lists Can Overcome Cognitive Blind Spots” in the Journal of Financial Planning.

These foundational questions help you expand your understanding and awareness of possible goals to consider, including:

  • Retirement and lifestyle goals
  • Tax planning & healthcare goals
  • Self-development and professional goals
  • Estate planning and wealth transfer goals