Goal setting can be tricky in a financial and economic environment that is changing quickly, like the one we are living in now. This is an important part of financial planning.

Goal setting isn’t just a one-time activity—it’s an ongoing process. Schedule regular check-ins to review progress, adjust goals as needed and celebrate achievements, no matter how small.

The next progression is setting operational goals, which fosters alignment, accountability and measurable progress toward business objectives. In a 2022 Harvard Business Review Analytic Services ...