One of the most important questions to answer before setting financial goals

What is the most important question to ask before setting financial goals?

In Lewis Carol’s famous novel Alice in Wonderland, Alice asks the Cheshire Cat what fork in the road to take.  The Cheshire Cat replies, “That depends a good deal on where you want to get to.” Alice explains she doesn’t really care where she goes, as long as she goes somewhere. The Cheshire Cat responds “Then it doesn’t matter which way you go.”

That is true for lost protagonists, and it is true for investors, knowing where you want to be is the first step in getting there.

We want to be your partners in reaching financial goals. We love helping to develop the plans and teaching you about the options available. However, only YOU can decide what you want out of life.

So, what do you value most?

Because that is the most important question to ask before you set any financial goal.