Quick Goal-Setting Checklist

Is It Time to Revisit Your Goals?

Financial goals don’t have to be tied to major life events. Whether you’re adjusting to a new season of life or simply want more clarity, taking time to check in with what matters to you can bring both peace of mind and direction. This checklist is designed to help you reflect on your priorities, without the pressure of getting everything perfect.

With just a few thoughtful prompts, you can get clear on where you’re headed, and what small steps might help you get there. It’s a simple tool, but one that can support meaningful progress throughout the year. Whether you fill it out digitally or jot things down by hand, this checklist is yours to revisit whenever you need a fresh perspective.