Flourishing Financially: Using SMART Goals To Achieve Your Financial And Wellness Objectives

by | Feb 11, 2022 | Financial Planning, Resources

The fresh start of a new year often prompts us to tackle issues that have consistently defeated our best efforts. Perhaps a better word would be outlasted. We start strong, and maybe last a few weeks with our diet, and a few months for our spending and saving resolutions, but something always interrupts our progress. And rather than getting back up on the horse, most of us throw in the towel.


We met Niki Campbell, Wellness Coach and Owner of The Flourish Group, at a small business owner’s event, and found that we serve many of the same types of clients: highly successful professionals with complex problems and a limited amount of time. Her clients generally want to eat healthier, exercise more, and manage their work life balance better. Our clients want to organize their finances and implement a streamlined plan to achieve financial independence. But we also found that both sets of clients benefit from customized, structured plans, and objective guidance that breaks down big picture goals into smaller, more manageable pieces.

That’s why we got together for the following discussion about using SMART goals to make imposing, big picture objectives manageable and achievable.

If you’d like some assistance with your financial situation, schedule a free consultation with one of our fiduciary advisers to get started.


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Schedule time to see if it would help your portfolio!

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