The holidays are just a few short weeks away, but it’s never too early to start thinking about your financial goals for the new year. Here are a few things to consider as we wrap up 2022 and look ahead to 2023.

Do you have any new goals for the year ahead? 

Where do you see yourself financially in 12 months? What are some of the things that are most important to you in the months ahead. Our team is always ready to sit down with you and learn about your financial goals, then create a plan to help you achieve them. Having a conversation about your goals is a great way to inspire a plan of action and steer your financial journey in the right direction.

Are there any milestones or major life events coming up next year?

Maybe your child is graduating and heading to college in 2023, or maybe you’re looking ahead to a well-deserved retirement. These kinds of life events are a great opportunity to reassess your financial plans and adjust for the future. Our experts can help you prepare ahead of time, then plan for what’s next.

How are you measuring success when it comes to your long-term financial goals?

Even if retirement is further down the road, it’s still important to check in on your progress and make adjustments along the way to ensure you’re on track. With all the market uncertainty of the past few years, it’s always a good idea to step back and see where you are in relation to your ultimate retirement goals.

Do you have any questions for us? 

Whether you’re making changes to your financial plan or not, we’re always here to answer your questions and help you make sense of today’s complex financial landscape. Maybe you’re wondering about a change in the tax code, or you’re thinking ahead about estate planning and making sure your family is taken care of in the future. Just give us a call or stop by to chat — we’re always here.


While the new year always brings some uncertainty, it also brings opportunity. You can count on Capital Directions to help you ring in 2023 confidently, knowing your financial journey is on track. Ready to talk? Give us a call to set up a meeting and get ready for the year ahead.