Checklists: Goal Setting – Am I Ready for the New Year?

In this guide, you’ll discover a playful and practical approach to setting New Year’s resolutions. You’ll learn to reflect on past goals, understand common stumbling blocks, and jot down your aspirations for the upcoming year. The guide offers creative and humorous strategies for tackling popular resolutions, such as reading more or exercising. It encourages you to prioritize a few important goals and approach them with small, manageable steps, all while keeping a light-hearted perspective on the challenge of sticking to New Year’s resolutions.

Peter Donisanu, ChFC®, AIF®

Peter Donisanu, ChFC®, AIF®, is Chief Wealth & Tax Strategist at Franklin Madison Private Wealth and previously served as a senior investment strategy analyst at Wells Fargo Investment Institute, where he contributed to portfolio guidance for institutional and private wealth clients. He works with high-net-worth retirees and pre-retirees on retirement planning, tax-aware wealth strategies, equity compensation, and sudden wealth preservation, helping clients approach major financial decisions with clarity, confidence, and peace of mind.

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