Goals vs. Wishes

"A goal without a plan is just a wish" by Antoine de Saint-Exupéry

reminds us that dreams alone are insufficient to achieve success.

It's not enough to have lofty ambitions; you need a well-thought-

out plan to turn those dreams into reality.

In the context of financial planning, this quote underscores the

importance of having a detailed strategy to reach financial goals.

For example, you might dream of buying a house, retiring early, or

sending your kids to college. Without a concrete plan outlining how

you'll save, invest, and manage your money, these

dreams remain just that-wishes.

A financial plan acts as a roadmap, providing clear steps to follow,

milestones to achieve, and adjustments to make along the way. It

helps you prioritize your spending, save for emergencies, and

invest wisely. By having a plan, you transform your financial goals

into actionable tasks, making it much more likely

that you'll achieve them.

In essence, a financial plan takes your wishes and turns them into

tangible objectives with a clear path to success. It's the bridge

between where you are now and where

you want to be in the future.

So, answer these questions:

How do you feel about your current financial goals?

What's the plan?

If the answers to those questions seem unclear, let's talk. Let's

work through this together. Let's make your wishes into targeted

goals by making a real plan for success.

Campbell & Associates