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In this podcast I want to revisit goals briefly and then bring some clarity to understanding the need for goals and to understanding the “Why” of the goals. In an earlier podcast I discussed the need for goal setting and how to effectively set goals. Let’s review briefly what was said about goals and then go further into exploring goals.
If you're interested in a one-on-one with David, visit westreet.org/wealth-management
By David LimerickIn this podcast I want to revisit goals briefly and then bring some clarity to understanding the need for goals and to understanding the “Why” of the goals. In an earlier podcast I discussed the need for goal setting and how to effectively set goals. Let’s review briefly what was said about goals and then go further into exploring goals.
If you're interested in a one-on-one with David, visit westreet.org/wealth-management