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Ep 26 – DIY Financial Planning – Discovering Your Goals

Today’s show is the 3rd episode of the DIY Financial Planning series,  and it’s about writing down what a fulfilled life looks and feels like for you


If you’re not really clear about your goals,  or if you want to get a deeper answer look at episode 3 for the guided visualization


Once you have an idea of your goals WRITE THEM DOWN! If there is one thing you take away from this show is that.  Why is writing down your goals (on paper or electronically) so important?   Because we have free will and Infinite Intelligence (God, Higher Self, Angels, Divine, the Universe) whatever it is you connect with, cannot interfere with our free will until we ask for it,  and writing it down is a way of asking


Writing it down is a form of manifestation;  first is the thought


Here’s a simple layout:
— Career
— Experiences (ex: travel, learn to play golf)
— Material (ex: buy a home, buy a car)


The only constant thing is change,  so give yourself permission to change your goals as life ebbs and flows


Finally,  if you have a strategy please run it by a financial planner that charges hourly (like RADIANT Wealth Planning) to make sure that you have all the tips, tricks, and tweaks to make sure you’re set up for success.  Don’t assume you’re all-knowing!

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Welcome to our videos where we share tips and advice on all topics that help women meet their financial goals.

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About the Author

Randa Hoffman is the owner and financial planner at Radiant Wealth Planning, a fee-only financial planning and investment management firm exclusively for women. She helps ease the uncertainty around retirement, tax planning, and transitioning wealth so that women can live a life they’ve always dreamt of. She holds an MBA and EA and lives in Newport Beach, CA.

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