If talking about your finances feels overwhelming, try this…

Picture this:

One of my clients came to me feeling completely lost in her financial journey.

She had big dreams of buying a home, building passive income from investing, and retiring overseas, but it all felt like a jumbled mess of impossible goals.

So, we tried something simple.

We broke everything down into clear manageable timeframes—short, mid, and long-term goals.

Building passive income? We set that as her 2-year goal, starting small with regular investments.

Buying a home? That became a 5-year plan, allowing her to build a stronger financial foundation first.

And retirement? Well, we mapped out the steps she needed to take each year to build toward that dream.

Suddenly, her anxiety turned into clarity. Instead of feeling overwhelmed, she was excited! Each milestone felt within reach.

The lesson?

When you break your financial goals into bite sized pieces, you turn the impossible into the achievable.

Start small, but think big!

Read the full article here at Financial Planning.