Hi, my name is Mei Carmer, and I am an Associate Financial Advisor here at Katterhenry Investment Group of NEST Capital. In case you missed our Finance 101 seminars, you’re in luck. Welcome to Episode 1 of our 8 episode video series highlighting the various topics we discussed. In this video, we will talk about goal setting.

Goal setting is an important thing to implement in all aspects of your life, not just your finances. Setting goals helps you to be able to vocalize and visualize what you want to achieve. What you want to do. Goals aren’t all going to be achieved tomorrow, so let’s classify goals based on your timeline to achieve it. We’ll discuss short, mid, and long-term goals and give a few examples to help get you thinking.

Short-term goals are things you would like to accomplish in 3 years or less. An example of this could be saving for your annual family vacation or saving for a down payment on a house. A mid-term goal is something that might take 3-10 years to accomplish. That could be buying a car or fully funding a solid emergency fund. Long-term goals are things that are going to take 10 or more years to accomplish. This could be paying off your mortgage, or on average, it takes the average American more than 10 years to pay off their student loans.

A friendly reminder: we believe a goal is just a dream until you make a plan and outline how you are going to accomplish said goal. Happy goal setting! This has been episode 1 of our 8 episode Finance 101 video series. Episode 2 will discuss spending and budgeting.

 

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Katterhenry Investment Group of NEST Capital is a separate entity from WFAFN.

 

Katterhenry Investment Group

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