ShankerValleau 360°- Visualizing your Goals and Objectives
What are your hopes for 2022? What are your dreams for the next 10, 20, or 30 years? Do you have a vision for your family beyond your lifetime? While these questions may not seem related to your financial life, they should be at the core of every financial decision you make. At ShankerValleau, we tailor wealth management to your life’s goals and your timeline. When making decisions about your financial life, your goals can be broken down into two categories – short-term and long-term. Short-Term Goals What do you want to accomplish soon? Examples of short-term goals are purchase …
