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Title
From Reflection to Visualization: A Framework for Goal Setting and Strategic Planning: Firm owners' end-of-year planning should include time for evaluating the previous year to prepare for the next.
The article focuses on a framework for goal setting and strategic planning for financial planning firm owners at the end of the 2023. Topics discussed include the importance of reflection on the past year's successes and challenges, taking inventory of business and personal aspects, and practical tips for effective goal setting and planning.