The Power of Planning: Turning 2025 Lessons into 2026 Goals
As we reflect back on 2025, it’s the perfect time to pause, take inventory, and look
ahead to a new year with fresh goals and renewed focus. Financial reflection isn’t just
about numbers; it’s about understanding what worked, what didn’t, and where we can make meaningful adjustments to create lasting financial strength.
This season offers a valuable opportunity to review our progress and plan intentionally
for the year ahead. What habits helped us reach our goals? Where can we improve? It’s
never too early to evaluate your overall plan, starting with the basics like a simple, realistic budget.
Take time to review your account system and ensure that your money is organized with
purpose. Having separate “buckets” for different goals helps create clarity and consistency. For example:
- Emergency Fund: Cash reserves that cover unexpected expenses and bring peace of mind.
- Midterm Growth Account: Designed for goals within the next few years, like a home project or education costs.
- Long-Term Retirement Planning: Focused on building security for the years ahead.
At The Doucette Team, we’ve spent over three decades helping families and small
businesses grow with confidence. Our goal is to help you stay proactive and intentional, so each year builds on the last.
As we step into 2026, let’s celebrate progress, learn from challenges, and commit to a plan that supports both financial stability and peace of mind.
We look forward to hearing from you.
Have a Very MERRY CHRISTMAS and a Blessed Year to come.
Oasis Advisors, LLC is an SEC-registered investment adviser. Klaine Doucette is an investment adviser representative of Oasis Advisors, LLC and offers only advisory services. Korey Doucette is a registered representative of Cape Securities and also offers brokerage services. Brokerage and investment advisory services are separate and distinct, differ in material ways, and are governed by different laws and regulations. Clients are encouraged to carefully consider the differences, which are described in Oasis Advisors' Form CRS and other disclosure documents. Please visit our firm's website, OasisAdvisors.com to learn more.