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Having a Clear Goal is the First Step to Success

Financial Goal Setting

Visualize the Best Version of Yourself

You want an organized financial future to live a stress-free life. To do that, you must get crystal clear about what it is you want to achieve.

We created this 20-minute goal setting and visualization led by Visualization Expert, Nicole Collet, to transport you to a place where you can set goals that will actually stick.

After all, financial freedom is different for everyone. For some, it means a better work-life balance. For others, it means the flexibility to travel, own a boat, or buy a vacation home. When you’re clear about what you want to accomplish, we can build a financial plan to get you there.

Financial advisor sitting in a boardroom preparing for a meeting, looking over a report

Financial Goals

Access the visualization

No goal is too big or grand. Let’s dive into your ultimate dreams and desires
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FAQs

Financial planning is not simply about the money, it’s about building the life you want and getting clear about the future that you deserve.

Before we recommend any financial strategy, we need to get clear about your goals and what you’re ultimately trying to accomplish.

Visualization requires you to want something, perceive it, and believe in it. We are literally retraining and rewiring our brains to make those things happen.

Once you are working towards your goals, the process and energy you put into visualization will begin to shift your life in a positive direction.

It’s a skill that has helped lots of influential people such as Oprah, Bill Gates and Jim Carrey. The Ocean 6 team uses it in their goal-setting practices too.

This is a 20-minute visualization led by Meditation Coach and Visualization Expert, Nicole Collet. It’s a powerful exercise that looks at every aspect of your future and is best done in a quiet, comfortable space, free from distraction.

To help with the process, we’ve included a Goal Planner for you to write down your  goals as they come to you.

This activity will help you visualize the future and what it feels like to have achieved complete financial freedom.

Without something to pursue or to look forward to, you run the risk of your life feeling stagnant. We need something that we’re going for that makes us feel alive.

Speak with Us Today

Find out how we can help you reach your financial goals.