3
Establishing Your Goals
I want to give you a road map to a happy and fulfilling retirement, but there is one very important thing you have to decide for yourself: what road you want to take. Lewis Carroll, the author of Alice in Wonderland, once said: “If you don’t know where you’re going, any road will get you there.”
The right financial advice for you is based on your goals, expectations, and needs for your own life. We’ll start by building a list of goals, prioritizing them, and figuring out how to pay for them. This will take us through methods to match your current financials with your future plans—and budgeting methods to fund everything. As I warned earlier, there will be math, but first, you get to use your imagination and picture your ...
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