New user, registration is FREE   Sign In    

From resolutions to reality: Tracking your financial goals

by our sponsor Wells Fargo


New Year resolutions can be difficult to make, and even harder to keep. With that in mind, are you on track to meet this year’s financial goals? When setting these goals, did you make sure they were realistic, specific and measurable to remain clear on what you’re working to achieve? 

It’s very important to seek guidance from someone trained in financial management regardless of your profession, stage in life or income-level.  Some people assume that you have to be wealthy to meet with a financial specialist, but this isn’t true. A great place to start is visiting your local bank and speaking with a banker. They can provide basic guidance or direct you to other resources. 

Before meeting with a financial specialist, develop a list of recommendations based on our long-term financial goals and in consideration of your current financial picture. Once you have a plan, monitor your progress against the plan throughout the year. This might look like a simple spreadsheet with an action list based on the plan objectives that serves as a checklist to keep you on track.

Speaking with a professional who can direct you on different financial management strategies, tools and resources can mean the difference between where you are today and where you want to be in the future. If you are not ready to speak with someone professionally, take advantage of the online resources that are available. Many of them are free. 

Wells Fargo also offers a number of online tools and resources to help you with your financial goals. Whether its credit management, retirement savings, wealth building, or budgeting, visit My Financial Guide for a wealth of financial information that can definitely bring you closer to realizing your goals.

Whatever you decided regarding your financial goals, be sure to make time to regularly review your plan and track progress.  

This article has been prepared for informational purposes only. The accuracy and completeness of this information is not guaranteed and is subject to change. Since each individual’s financial situation is unique, you need to review your financial objectives to determine which approaches might work best for you.

The trademark Mocha Moms is a registered trademark of Mocha Moms, Inc.
The trademark Mocha Moms can only be used upon expressed written permission from Mocha Moms, Inc.