Featuring the 2024 Money with Katie Wealth Planner.
I'm not superstitious, but I am a little stitious—thanks to the goal-setting exercises we're doing in today's episode. I started doing this process in 2021, and so many of my past, hyper-specific visions have come freakishly true that it’s now a borderline sacred process to me.
We’ll start with the big picture “alignment” questions, and then shift into the annual quantitative assessment I do for our financial picture. If you've been feeling stuck or cloudy in your life, this process might provide the clarity and direction you’ve been looking for.
Transcripts, resources, show credits, and more can be found at https://moneywithkatie.com/set-financial-life-goals-for-next-year.
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