Employee Education: Ultimate Financial Goals Planner
- Retirement Partners of Hawai'i
- 6 days ago
- 2 min read
Everyone has financial goals. Some are short-term, like paying down debt or building an emergency fund. Others are long-term, like buying a home or saving for retirement. The Financial Goals Planner helps you stay organized, focused, and motivated throughout the year.
How the Financial Goals Planner Works
This planner is built to guide you step by step. It helps you turn intentions into action and stay on track through every season.
Here’s what you’ll find inside:
Quarterly themes to keep your focus fresh.
Monthly checklists that make your goals easier to manage.
Simple challenges to build strong money habits.
Reflection pages to track progress and celebrate wins.
Each quarter has a different focus:
Q1: Set goals and build momentum.
Q2: Review, tidy up, and refocus.
Q3: Strengthen habits and check your progress.
Q4: Reflect, reset, and prepare for what’s next.
Whether your goals are short-term or long-term, your plan matters. Each action helps you move forward with clarity and purpose. The Financial Goals Planner gives you a simple, structured way to stay on track and feel confident about your financial journey all year long.
Benefits of Financial Education
For employees: Better planning leads to less stress, more focus, and increased financial confidence.
For employers: When employees are financially-educated and equipped to retire on time, the company benefits from a happier, more engaged, and better prepared workforce.
Looking for More Employee Education?
Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.
Retirement Partners of Hawai`i
1003 Bishop Street
Pauahi Tower, Suite 880
Honolulu, Hawai`i 96813
Phone: (808) 681-7799
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.
Comments