Defining Goals Is Hard. Start With Sharing Your Why.
It's difficult to set goals, especially if you're not sure what you're goals are or how to effectively articulate them to others. We believe it's important to understand your "WHY" or purpose by asking lots of questions and having meaningful conversations. In this podcast, we explore our process for building a framework by which can start defining and moving towards goals that align with your finances.  

Lucas turns 4!
Gabriel turns 7!
Holly & her boyfriend at a wedding.
Wealth Manager Assistant
Client Relations Associate
Holly Hinkle
Financial Planning Assistant

Haas Financial Group
172 West Main Street
Kutztown, PA 19530
Monday - Friday
8am - 5pm

Call to Make an Appointment:
(484) 648-4040

Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Haas Financial Group are separate entities from LPL Financial.

The opinions expressed in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. No strategy assures success or protection against loss.

Newsletter Tracking # 1-05139078
Podcast Tracking # 1- 1-05141395

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