The Importance of Aligning Your Financial Plan with Your Personal Goals

Personal values play an essential role in many aspects of our lives and have become more prominent recently in how we think about and manage our finances. More and more investors are asking how they can support the causes they care about through their financial decision-making.

Many individuals claim that supporting causes they care most about is a top consideration for their financial decisions. If you count yourself among them, consider starting with a financial plan to ensure you stay on track toward your long-term goals while also staying true to your values.

Define your saving and spending goals

Translating your dreams into concrete financial goals is the best way to start. Identify your most important goals and commit to saving toward each. Write things down so you can build confidence, stay focused and refine your plan over time while prioritizing both your financial wellness and the greater good.

We also see this values-based approach in spending habits, with many Americans indicating that they aim to support brands that align with their beliefs. Shopping local, buying secondhand goods, and choosing brands that support environmental and social causes are a few ways consumers make an impact with their purchasing power. Knowing what you need to save toward your goals helps determine how much you can spend. Armed with that knowledge, you can spend in a way that matches your values.

Align your investments with your values and interests

With personal beliefs and interests becoming more important in saving and spending, investors are also seeking ways to tie those values into their portfolios. Many investors surveyed agreed that their values guide their investment choices.

Keep in mind as you build your own portfolio that various strategies can help you better align your investments with your values.

Whatever your personal or investing goals, Wealth Horizon is here to help you work towards the future you’ve dreamed of.


Work with Certified Industry Professional

Jerrí Hewett Miller CFP®, RICP, BFA


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