Tips from Planner Finance I recently talked with Chad Hufford, a financial planner, about how to focus on the future for both personal and business finances. Chad shared great advice in our chat on setting and reaching long-term goals. Here's a summary to help guide you to financial success. Chad believes in the power of having clear future goals. It's not just about dreaming big but breaking those dreams into steps you can take. This makes any big goal feel more achievable.