I’ve done a lot of goal setting with clients, and while this may seem like a pretty straightforward thing, when it comes to money…that’s not always the case. 

Goal setting is important to demonstrate, in real time, the progress that your client is making, and if the goals are too big, or even too specific actually saying “I DID IT!” may not happen as quickly as the client wants, or if they forget to do their “goal” one day, it can be frustrating, stalling their motivation and hindering their progress. 

Get excited, because we’re going to talk about a goal setting strategy that will set you AND your client up for wins and celebrations.