Do You Understand Your Financial Goals and What Drives Them?

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:

  • Are your financial goals designed to impress others or to fulfill 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 Executive Coach

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.

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Justin Walton Executive Coach

Don’t hold onto what is holding you back.

I offer a range of executive and financial coaching and consultancy solutions for business leaders and their teams and can tailor my services to help you meet your goals.

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