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Student Loan Planner

May 31, 2022

Too often, we set goals and we never reach them. Why is that? It’s most likely because our goals aren’t inspiring enough! If your goals haven’t inspired you enough to pour your heart and soul into reaching them, let’s fix that. Join us, Rob Bertman, CFA, CFP®, and Lauryn Williams, CFP®, CSLP®, as we talk about how to set inspired financial goals so you can become debt-free and live the abundant life you want to live.

In today’s episode, you'll find out:

  • How to turn boring, ineffective goals into inspiring, effective goals
  • The power of thinking of possibilities instead of clinging to the “what ifs”
  • How smart, inspired goals positively impact your spending habits
  • Creating the path towards success and goal-setting for your biggest aspirations
  • Why don’t I ever reach my goals? How can I become a serial goal-achiever?
  • The importance of focusing on the process over the outcome
  • How to create financial goals that will help you become debt-free
  • The 5 C’s of inspired goal-setting
  • Why you need to write down your goals and say them out loud
  • The crucial role of habits in reaching your goals
  • Goals we’re currently working towards: Flexible travel options and Lauryn’s financial retreat

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