5 Ways to Help Manage Multiple Goals 

5 Ways to Help Manage Multiple Goals 

Retirement is a huge goal, but it probably isn’t your only financial objective. 

Other significant milestones in your future might be buying a second home, taking your dream trip or helping your kids or grandkids with college. 

How do you manage – and make progress toward – multiple goals?

  • Establish your goals: Before you worry about managing all of your financial goals, take the time to define them clearly. Understanding what you want (and when you want it) will help you plan appropriately.
  • Calculate your earning potential: Determine your earning potential from your career and your investments. How much do you expect to earn during your remaining working years? What about your investments? 
  • Set a realistic timeline: Now that you’ve established the foundation for your plans, you can start crunching the numbers to set specific savings goals and even dates for when you’d like to reach each of your objectives. 
  • Stay flexible: As essential as it is to plan, it’s just as important to stay flexible. Remember, your returns and salary could change, inflation could come into play, and life events could cause you to recalibrate and adjust at any time. The steps you take today may end up being a guide rather than an exact blueprint.
  • Reach out for assistance as needed: You know your finances, but we can still help you plan for your short-term and long-term goals by creating a plan tailored to your risk appetite and vision.

Do you have questions or want to check in? Reach out today.


They gave me lots of quotes from various carriers and helped me find the best rate. They processed my application over the phone and email. I highly recommend them!
- Carla C
I would highly recommend Pat for your insurance needs. He is methodical, and has a well structured approach to search for the most appropriate option that works best for your needs. I was impressed with his professionalism and fund of knowledge relating to his field. I especially respect his honesty, when he was not able to help me in some of my unusual questions. In addition, his assistant, Veronica, makes the overall process easier and more efficient. Her professionalism and kindness was evident since our first phone encounter. I would strongly recommend this company for all of your insurance needs.
- Gerasimos S
Patrick Williams was able to show me much lower rates than I am currently paying. He and his staff are great to work with.
- Steve S

Book A Free