Setting 2022 Goals and their Purpose

It’s 2022 and if you are like me, we tend to set goals for ourselves and utilize a new year as an opportunity to do so. That said, we have so many balls we are juggling that we can often be overwhelming. A new year can create excitement but can also create additional pressure on ourselves. Rather we might want to look at things differently and work to become more empowered as a whole.

On today’s Thrive For[e]ward podcast we are sharing with you all the ways we can support you in the new year and beyond. Our goal is to meet you where you are at and provide alternatives through education and resources.

So, how can you join our mission moving financial empowerment for women and people of color forward?

Let us share our goals for 2022 and what we are focusing on!

We are celebrating our second year of being in business and we have grown as a team quickly. We now have an executive admin, a marketing director as well as internship opportunities and a new financial advisor we are onboarding.

We will continue to offer our comprehensive planning and investment services to clients as well as support them and the public by providing education and resources through

Thrive For[e]ward Podcast and Blog

·      Our weekly blog post supports the podcast by allowing us to share additional resources, articles, and highlights. Visit www.forethoughtplanning.com/blog-podcast

·      Subscribe to the podcast

Money on Your Mind?

·      Our spin off from podcast is our NEW series called Money on Your Mind where we answer your questions. You can submit your questions on our website at https://forethoughtplanning.com/money-on-your-mind as well as watch all the episodes we have completed to date.

Wealth Circles

·      Launching this month, our Wealth Circles provide an opportunity for women to sit down other women and address topics that will educate and empower them in a safe space (virtually and in-person.)

·      Forethought Planning provides the tools and resources through the monthly meetings. (Additionally, we are not charging for this, we ask that participants make a $50 to a nonprofit that we select that is working toward equity for women, people of color, of different abilities, sustainability, financial education, etc.)

Lastly, I’m proud to announce our commitment to community!

·      Starting in 2022, we will be donating 5% of our profits annually to nonprofits who are supporting the decrease in the wealth gap, the equity gap, the pay gap and those that focus on bringing resources to small businesses owned by women and people of color.

We hope that you will join our mission, be part of the impact we are hoping to make and know that YOU ARE WORTHY OF WEALTH!

By filling out the wealth assessment we can learn more about you and ensure that you are subscribed to our newsletter. We have events and some other opportunities you won’t want to miss out on this year.

Resources:

If you have a topic you would like us to explore on the podcast we want to hear from you. Please email us at [email protected] and in the meantime, we hope you continue to join us on this series and invite you to schedule an appointment to our complimentary 30 min Wealth Assessment session to learn more aout how we incorporate these strategies and other’s to assist you through the financial planning process.

Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors’ Pride, a SEC registered investment advisor. LPL Financial, Advisors’ Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Any of the parties listed above are not affiliated with Forethought Planning, Advisor’s Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor’s Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issues for non-financial reasons, and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

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