What are your financial goals?
Often, people respond with "have money for my retirement," but that's too broad.
It’s like saying you want to travel without knowing the destination. Instead, break it down:
How much will you need? By when? Do you want to travel, buy a second home, or support grandchildren? Specific goals help you create a clear plan.
For example, aiming to save $1 million by age 65 for a comfortable lifestyle. Being precise guides better decision-making.