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Financial Goals: How to Get Started

Financial Goals: How to Get Started

July 26, 2025

Creating and working toward financial goals can seem overwhelming, especially if you’ve never really tried before. But just like any goal, you take it one step at a time and build progress over time. 

Check out the EMERGE plan to help you create a workable strategy for pursuing your financial goals.

•    Establish an emergency fund
•    Make a monthly budget
•    Explore different financial tools
•    Review financial goals regularly 
•    Grow your financial literacy 
•    Engage a financial professional

If you have questions about any of these steps and would like to schedule a time to meet, you may reach me at (804) 600-5010 or kyle.e.murphy@lpl.com.