Jameson Van Houten and Stonegate Financial Group share some key information about short-term financial planning and how it differs from long-term financial goals.

1. Stonegate Financial Group and Jameson Van
Houten Discuss Strategies

2. Make a List
• Make sure that all of your
financial goals are listed in one
place.
• This will help you to keep track
of everything!
• Set a timeline for each goal.
• Save more to enjoy more later!
- Save today for a
vacation in a year.

3. Short-Term vs. Long-
Term

Short-Term
 Wedding
 Vacation
 Home improvements
 Healthcare costs
 New TV
 New appliances
Long-Term
 College
 Retirement
 Purchasing a car
 Purchasing a home

4. Separation is Key

 Separating money into different accounts for
different purposes will help you to achieve your
goals!
 Stonegate Financial Group encourages you to
consider setting up different accounts within your
checking and savings, and depositing money for
specific goals in separate places.

5. Call Us Today!
