The Financial Goal Planning Process



Start the new year out right by learning and putting to use the Wise Money Financial Goal Planning Process. Whether you have a New Years’ resolution you’re hoping to achieve in 2022 or simply need to set or update your financial goals. We’re sharing the Wise Money Financial Goal Planning Process in this hour of the Wise Money Show.

Season 7 Episode 19

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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC.  Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Intro: (0:00) 
Segment 1: (0:11) 
Break 1: (9:31) 
Segment 2: (10:55) 
Break 2: (20:12) 
Segment 3: (20:53) 
Break 3: (30:08) 
Segment 4 (30:51) 
Outro: (43:52)

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