Ranking Your Goals: A Smart Move

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WAXHAW, NC – You may have several financial goals. But can you reach them all?

You can improve your chances if you rank your goals by their importance in your life – and then create appropriate strategies to help meet them.

For example, making sure you don’t outlive your resources is a “must have” goal. You can’t compromise on this goal, so you’ll need to balance your growth objective with your comfort with risk. And when you’re retired, you’ll need to follow an appropriate withdrawal strategy.

But you’ll have other goals, which could be called “nice to have.” You might want to buy a vacation home someday, but if you fall short of this goal, you could find an alternative, such as just renting a place for a few weeks a year. For this goal, you may be able to take a more flexible investment approach.

Along the way, you’ll want to monitor your progress toward all your goals. If you think you’re falling short, you might need to adjust your strategy.

In any case, think carefully about which goals are most important to you. It’s an important first step on the road to success.

This content was provided by Edward Jones for use by Dylan Hales Edward Jones Financial Advisor located at 10715 Sikes Place – Suite #110 – Charlotte, NC  28277 – (704) 684-0103

Member SIPC

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Dylan Hales
I'm a native North Carolinian, who grew up in the eastern part of the state. My folks exhibited and instilled many of the values that I still hold close to today. I had the opportunity to earn a bachelors from NC State, which is where I met my wife. We married shortly after she graduated in 2016. She grew up in this area, so we moved back to the Wesley Chapel area so we could be close to her family. Folks here have been more than welcoming and have made it feel just like home (minus the eastern NC BBQ).

People often ask what I like to do when I'm not at the office. That mostly depends on what time of year it is. During the spring and summer I like to work on my garden. During the fall and winter I love keeping up with NC State football and basketball. We also have two rescue dogs who like to explore the state with us.

Since I've been in Wesley Chapel, I've noticed that most folks just like me. We're all from somewhere and we've all come here following the things we love. I want to understand what those things are for you, and help get you there.