Many high earners excel at reaching significant financial milestones, such as achieving a comfortable retirement lifestyle, purchasing a second home, or taking a grand vacation with their grandchildren; however, for some reason, they struggle to achieve short-term goals that precede these. That’s why this episode of The Wealth Cafe is dedicated to assisting and guiding high-net-worth individuals, like you, on items that other financial advisors often overlook when helping their clients.

Today’s episode is all about defining what short-term financial goals are, how to plan for them as a high earner, and the impact short-term financial planning can have on the big picture. Planning for the new year is just as important as planning for the next three to five years!

What we’ll cover:

✅ Examples of short-term goals.

✅ Exercises to help with planning for these goals.

✅ Value of having money prepared & ready.

✅ Importance of open communication & who to loop in.

We at The Wealth Cafe encourage you to schedule a meeting with your own financial team or with us to discuss your short-term goals and explore how they align with your long-term financial picture. 

☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!

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