A monthly or quarterly planner is great if you have long-term goals and best for big-picture ... side and spaces for notes on the other. The notebook also features a “project plan” section ...

It's the top of a new year, meaning there's no better time to set your intentions and map out your goals ... Large 2025 Planner, $30, available here Golf Le Fleur X Moleskin Notebook, $45 ...

Every client has financial goals. Goal planning in Advisors Workstation let's you have goals-based conversations with clients, then quickly connect those goals to an an easy-to-understand plan in ...