Identifying your financial goals is one of the most important steps in building a successful and meaningful financial plan. In this video, Randa Hoffman walks you through a thoughtful approach to clarifying what truly matters to you—beyond the numbers.

Financial goals aren’t one-size-fits-all. They’re deeply personal, often shaped by your values, experiences, and vision for the future. Whether you want to retire early, start a business, support your family, or give generously to causes you care about, defining your goals is the foundation for every financial decision that follows.

Randa shares how to break down vague aspirations into clear, actionable objectives—and why it’s okay if your goals shift over time. You’ll also learn why it’s important to connect your financial plan to your “why”, not just your “how much.”

✨ If you’ve ever felt overwhelmed by the idea of setting financial goals, this is a great place to start.

🎥 Watch the video above, then take a moment to reflect—or reach out for personalized guidance.