Financial Goal Setting

Onward and upward.

What are your financial dreams?  Traveling in retirement?  Paying for college for your children?  Leaving a financial legacy? In setting goals for your financial future, we start with a long conversation with you. We can’t take you where you want to go if we don’t know where you’ve been in your financial past. Once we understand your feelings about money, we can advise you with your financial goals that will keep you on track to realize your own specific set of objectives.  How do you feel when the market dips?  How do you feel if your Commonwealth statement shows a loss?  When it shows a gain? 

Whether you are planning to open a business, start saving for retirement or college, determine your estate designation, diversify your investments, or take any number of short- and long-term financial steps, ZFS is here to help you do it with intention. It’s our job to help you see your financial future more clearly—and how each decision can and should intelligently fit into the big picture.