Now that the hustle and bustle of the holidays is over and everyone can breathe a sigh of relief, let’s get the most out of 2025! As you set goals for the year, consider including financial goals. Financial goals will vary based on a person’s age, lifestyle, and financial situation, but could include anything from creating a budget to setting funds aside for a savings account or emergency fund, to focusing on credit recovery, to buying a car, making a downpayment on a house, paying off a mortgage, or saving for retirement.
Sometimes the hardest part of achieving any goal is taking the first step. Fortunately, Chelsea Groton offers a number of ways for customers to conveniently connect with a subject matter expert on the team who can help by discussing your financial goals, and work with you to make a plan to achieve them.
Visit chelseagroton.com to schedule an appointment – either a phone call, in-person meeting, or video chat – at a time that fits your schedule best. And that’s it! You’ll be well on your way to working on your financial goals!
