In this episode, Luis talks about the S.M.A.R.T. goal-setting system and how you can use it to be more likely to achieve your intended outcomes. Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch. From participating as an FPA NexGen Ambassador to speaking at the CFP Board’s Diversity Summit, Luis uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry.

 

Notes:

In this episode, you’ll learn about the following:

• The importance of being specific with your goals
• Why measuring your progress matters
• Setting attainable goals
• Why your goals should align with your purpose, your why!
• Having a target date for your goals and doing backward planning to achieve them

 

Resources:

• 3 Fundamental “Money Moves” to Make Before Turning 45
• On My Way to Wealth podcast
• Build a Better Financial Future LLC
• Luis’ Twitter
• Luis’ LinkedIn