Textbooks used in universities offering financial planning-related courses also generally do not define the term 'financial plan'. For example, Sid Mittra, Anandi P. Sahu, and Robert A Crane, authors of Practicing Financial Planning for Professionals  do not define what a financial plan is, but merely defer to the Certified Financial Planner Board of Standards' definition of 'financial planning'.
Goal setting may involve establishing specific, measurable, achievable, relevant, and time-bounded objectives, but not all researchers agree that these ...
No matter how delightful your existing customers are, you need a steady stream of new prospects to keep your business healthy.
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This version of How to Set Goals was reviewed by Trudi Griffin, LPC on August 1, 2017.
Once you've decided on your first set of goals, keep the process going by reviewing and updating your To-Do List on a daily basis.