How to set goals in 2021 when things are unpredictable
As you think about where you are and where you want to be, you can quiet the “what ifs” that come with uncertainty by keeping a few key principles in mind.(1)
That’s what this month’s Visual Insights Newsletter is all about.
Find ways to give yourself the power to stay on track and make real progress.
Learn more about setting better goals in uncertain times.
Sincerely,
Eric Maldonado, CFP®, MBA
Aquila Wealth Advisors | (805)250-4552 | eric@aquilawealth.com
872 Higuera Street, San Luis Obispo, CA 93401
www.aquilawealth.com
Eric Maldonado, CFP® dba Aquila Wealth Advisors is an Investment Adviser registered with the State of CA, LA. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (805)250-4552 if there is any change in your financial situation, needs, goals, or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from AWA with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
(1) https://www.psychologytoday.com/us/articles/199711/fighting-lifes-what-ifs
