Short-Term Financial Planning

Stonegate Financial Group and Jameson Van Houten Discuss Strategies

Make a List• Make sure that all of your financial goals are listed in one place.• This will help you to keep track of everything!• Set a timeline for each goal.• Save more to enjoy more later!

- Save today for a vacation in a year.

Short-Term vs. Long-Term

Short-Term

Wedding Vacation Home improvements Healthcare costs New TV New appliances

Long-Term

College Retirement Purchasing a car Purchasing a home

Separating money into different accounts for

different purposes will help you to achieve your goals!

Stonegate Financial Group encourages you to consider setting up different accounts within your checking and savings, and depositing money for specific goals in separate places.

Separation is Key

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