Setting financial goals can be relatively straightforward. Setting the right goals that reflect what you care about is where the real work is.
Written by:
Justin Walton
Date:
June 6, 2025
Setting financial goals can be relatively straightforward. Setting the right goals that reflect what you care about is where the real work is.
Too often, we inherit goals from others or set them out of habit or comparison. But true alignment comes when your financial goals serve your bigger life vision, when they reflect your values, not distract from them.
When was the last time you tried to understand the emotional drivers behind your money story and reshape your goals to match who you are becoming?
Here's one for you:
Please take my free ALIGN Scorecard if you are unsure where you stand. It is a structured self-assessment across six key pillars of life and leadership. It only takes five minutes to complete, and when you finish, you will be sent a personalised report that sets your baseline alignment.
Your next 10 years start today.
Take the Scorecard here.
Image courtesy of Neil Kerber.
Justin Walton is an Executive and Financial Coach, and Consultant working in Essex and London. He writes regularly on financial well-being and brings his lived experience and professional expertise together to benefit clients and partners.
Don’t hold onto what is holding you back.
My work sits at the intersection of leadership, finance and personal wellbeing, helping business owners, professionals and leaders align work, wealth and wellbeing so they can create lives that feel successful, not just look successful.
I am the founder of the Life Beyond Success platform and creator of ALIGN - Achieving Lasting Impact, Growth and Nexus ® ("ALIGN") methodology, a framework shaped by three decades of experience across professional services, business ownership and property investing, alongside formal training in executive and financial coaching.
