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Where to start

A GOAL without an action plan is just a WISH

Maybe you have a rough idea of where you want to be in the next 10, 20, or 30 years, but have you broken down that goal into actionable steps?  

At HIS, we aim to help you construct action plans that are directed towards reaching your goals.  Goals need to be SMART:

S - specific

M - measurable

A - attainable

R - relevant

T - time based

Thinking of your goals through the SMART method allows you to deconstruct them into linear steps. Perhaps the first step in achieving your goal is as simple as forgoing a common expense, calling more clients, working a few more hours per week, or setting aside time for mental health. 

Goals evolve as your income grows or declines.  Goals change for life events: children, promotions, inheritances, or deaths.  In partnering with us, we utilize a tool called Money Guide Pro that helps us nail down a sometimes moving target.  Check it out below.

Money Guide Pro

Ted Talk


Necessity of Goals

Defining Goals and Working Towards Them

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