Insight By NITP, Inc.

Setting Good Financial Goals


Insight by NITP, Inc.

January 21, 2019 Host Bob Leins, CPA® welcomes Joel Cundick, CFP® to kick off the New Year with financial goal setting and how to:

  • Define your financial goals
  • Determine a realistic timeline
  • Identify the best way to save and pay for the goal
  • Find less expensive choices
  • Prioritize goals
  • Be accountable for meeting your goals


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