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Scenario

How to Plan for Financial Goals You've Never Experienced

I'm supposed to be saving for my kids' college but I never went to college and I don't know if I'm preparing them for something I don't even understand.

More people experience this than they realize.

What we've seen

Financial planning becomes complicated when the goals represent unfamiliar territory rather than known destinations.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Budgeting and financial planning?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.