This week on The Retirement Readiness Podcast, guest host Kaitlyn Hedger joins Tim Regan to break down the first and most crucial step of PrairieView Wealth & Tax Partner’s Financial Kickstart Program: Goal Setting and Planning. Designed for young professionals just starting their financial journey or looking to refine their path, the Financial Kickstart Program guides clients through a structured series of steps. Including employer benefits, investment planning, estate planning, and more.
Together, Tim and Kaitlyn discuss why setting goals is more than a financial exercise – it’s about clarifying what you want out of life and building a roadmap to get there. Whether your goals are moving out of your parents’ house, saving for a dream car, buying your first home, or planning as a couple, this episode unpacks how professionals walk alongside you to define, track, and update your plans. As Kaitlyn puts it, “If we don’t set a plan for where we’re going, it’s the same as a road trip. If we hop in a car and flip a dime…we’re going to end up somewhere that has nothing to do with where we wanted to go.”
Plus, hear how PrairieView Wealth & Tax Partners’s digital tools, like Black Diamond, support ongoing accountability and tracking so your goals can evolve with you. Whether you’re new to financial planning or have a system in place, learn how regular check-ins and honest conversations can help you gain clarity, involve your partner, and celebrate your progress over time.
Listen in to find out how a clear process, thoughtful goal-setting, and professional support can provide a strong foundation – wherever your financial journey begins.
3 Key Takeaways
- Goal setting is a foundational step in any financial plan. It’s about both long-term vision and short-term actions, individualized for your life stage.
- Working through goals as a couple often strengthens relationships and uncovers assumptions or differences that may not surface in day-to-day conversation.
- True progress comes from regular reflection and review; tools like Black Diamond help you not only track your goals but also celebrate your gains along the way.
Be sure to visit www.pv-wp.com for more resources, and check out our past episodes and blogs for additional financial planning insights.
