Today I’m kicking off 2026 the right way: by helping you map out financial goals that you’ll actually stick to. Before we charge ahead, I’m going to walk you through a quick look back at 2025 – what worked, what didn’t, and what you learned along the way. Then we get into the fun stuff: dialing in clear goals for savings, debt, income, investing, spending, and credit, all in a way that feels doable instead of overwhelming.
I also talk about building systems that keep you honest, setting milestones that keep you motivated, and reviewing your progress so your goals grow with you. If you’re ready to make 2026 a year you’re proud of, grab a pen, grab your coffee, and let’s get after it together!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (11/24)