Financial Goals Orientation (MSS, Inc.)

This orientation session introduces financial goal setting and explains how we can help you achieve financial well-being with a personalized and holistic approach. You will learn how a financial wellness plan is built on a foundation of tried and true financial priorities and how these priorities can help to shape and inform your financial goals. Goal-setting is treated as a dynamic and individualized pursuit, as you learn what goes into crafting effective and attainable goals. (You may be surprised to learn how your personality factors into the process!) The orientation culminates in the acknowledgment that a truly successful financial plan is not a set-it-and-forget-it prescription but a flexible design created to adjust to life’s ongoing changes.