What were your highlights for the year? What made you proud or gave you a sense of achievement? Who did you help when they needed someone?

What didn’t go to plan and what can you learn from this experience?

What’s the #1 thing that you are you going to change (or stay focused on) next year?

What’s the #1 financial goal that you would like to achieve by the end of 2020?

And finally (and maybe most importantly), what’s your #1 personal goal?


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