--- title: "The 2026 Reset: Financial Intentions That Stick" description: Start 2026 with clarity & confidence. Make financial intentions stick through purposeful planning, values-based conversations, & actionable strategies. image: https://amgwealthadvisors.com/hubfs/boliviainteligente-Mm_Cx6VuuOM-unsplash-1.jpg --- [![Logo](https://amgwealthadvisors.com/hubfs/AMG-Logo-Primary-Vertical-Texas-Oak.svg)](https://amgwealthadvisors.com/) - About Us - [Our Team](https://amgwealthadvisors.com/our-team) - [Why Choose Us](https://amgwealthadvisors.com/why-choose-us) - [Our Services](https://amgwealthadvisors.com/services) - [Asset Management](https://amgwealthadvisors.com/services/asset-management) - [Business Succession Planning](https://amgwealthadvisors.com/services/business-succession-planning) - [Estate Planning](https://amgwealthadvisors.com/services/estate-planning) - [Financial Transition Planning](https://amgwealthadvisors.com/services/financial-transition-planning) - [Retirement Planning](https://amgwealthadvisors.com/services/retirement-planning) - [Tax Planning](https://amgwealthadvisors.com/services/tax-planning) - 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[Continue](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx) [Cancel](https://amgwealthadvisors.com/knowledge/blog/financial-reset-intentions-that-stick#!) ![boliviainteligente-Mm_Cx6VuuOM-unsplash](https://amgwealthadvisors.com/hubfs/boliviainteligente-Mm_Cx6VuuOM-unsplash.jpg) - [All Posts](https://amgwealthadvisors.com/knowledge/blog) - [Financial Planning](https://amgwealthadvisors.com/knowledge/blog/tag/financial-planning) - [Market Commentary](https://amgwealthadvisors.com/knowledge/blog/tag/market-commentary) - [Trusts](https://amgwealthadvisors.com/knowledge/blog/tag/trusts) - [Estate Planning](https://amgwealthadvisors.com/knowledge/blog/tag/estate-planning) - [Financial Planning vs Wealth Management](https://amgwealthadvisors.com/knowledge/blog/tag/financial-planning-vs-wealth-management) - [Wealth Management](https://amgwealthadvisors.com/knowledge/blog/tag/wealth-management) - [Wills](https://amgwealthadvisors.com/knowledge/blog/tag/wills) Dec 17, 2025 # The 2026 Reset: Financial Intentions That Stick ![author avatar](https://amgwealthadvisors.com/hubfs/Imported_Blog_Media/AMG-Bug-Texas-Oak%20(1).png) #### The Partners at AMG   The new year brings a powerful inflection point—a natural opportunity to reset financial habits and revisit goals. But instead of relying on fleeting resolutions, consider intentionality over spontaneity. Sustainable change happens when your financial strategy aligns directly with your core values and the purpose behind your wealth. At AMG Wealth Advisors, we know the key to a lasting reset is focusing on your goals and values. With this in mind, we sat down with our three co-founders to share the most impactful intentions you can set right now to secure a purposeful 2026. ## Intention #1: Define Your Purpose Not Just Your Return *By Lori Gann Morris, **CIMA®, CEPA®, CeFT®*** After guiding clients through major life shifts, I’ve seen that one of the biggest mistakes is focusing solely on the return, not the resilience. We’re often acting as financial detectives, tracing the purpose of wealth back to its true source. As a Certified Financial Transitionist® (CeFT), I encourage you to use this inflection point to commit to something deeper than an arbitrary return. Schedule a conversation to define the values you want your wealth to enable, whether it’s funding a passion project, philanthropic impact, or family education. When you define the purpose behind your money, you shift your focus from net worth to net purpose, creating a lasting plan. ## Intention #2: Simplify Your Administrative Foundation *By Jean Arias, CFP®, AEP®, CeFT®, CPWA®, AIF® * For over 30 years, my work in wealth preservation has taught me that the foundation of a great plan must be built to withstand the unexpected. The easiest mistake to make is letting crucial administrative details lapse during busy times. I urge you to use the start of 2026 to clean up the documents from your past. Review your beneficiary designations, confirm your liquidity is adequate for future goals, and update outdated estate documents. By securing your foundation now, your wealth can truly act as your advocate, allowing you to make decisions confidently. ## Intention #3: Activate Your Ensemble Advantage *By Polly Moore, AAMS®, AIF®, CeFT®* Guiding families through four decades of intergenerational wealth transfers has shown me that planning is never done in a silo. Your new chapter needs a coordinated team, with you as the empowered lead. As your advocate, we help you understand your options and make confident decisions. I see my role as ensuring all the pieces fit together—from your estate attorney to your CPA. Commit to scheduling one coordinating meeting this year, bringing your advisors together. This ensures everyone is working toward the same purpose, allowing your entire team to act in unison to secure your future. ## Our 3 Key Takeaways for Sustainable Change  The goal of the 2026 reset is not radical upheaval; it’s sustainable clarity. As your partners, we encourage you to focus on the core actions Lori, Polly and Jean reviewed. Use these to make your intentions stick: - **Define Your Purpose:** Commit to identifying the values you want your wealth to enable this year, shifting your focus from net worth to net purpose. - **Simplify Your Foundation:** Proactively review your key foundational documents (beneficiary designations, estate documents) and check liquidity to secure your plan’s organization and strength. - **Activate Your Team:** Commit to scheduling one coordinating meeting this year, bringing your financial advisor, CPA, and estate attorney together to ensure everyone is working in unison. Reconnect with your financial plan and personal vision—[schedule a conversation with our team to explore what’s next](https://amgwealthadvisors.com/contact). Share: Wealth Management Can Be A Challenge. Learn How We Can Help. [Let's Get Started](https://amgwealthadvisors.com/contact) #### Disclosures All Investment Advisory Services are provided by Waterloo Capital d/b/a AMG Wealth Advisors, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. AMG Wealth Advisors is not affiliated with Waterloo Capital. Additional information about Waterloo Capital d/b/a AMG Wealth Advisors, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov. Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance level. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites. ![AMG Wealth Advisors](https://amgwealthadvisors.com/hubfs/MG%20(1)-1.png) T: 512.647.1500 TF: 800.266.1723 1221 South Mopac Expressway, Suite 240 Austin, Texas 78746 [![linkedin](https://amgwealthadvisors.com/hubfs/ln.png)](https://www.linkedin.com/company/amg-wealth-advisors/) [![Instagram](https://amgwealthadvisors.com/hubfs/Instagram%20(1).png)](https://www.instagram.com/amgwealthadvisors/) All Investment Advisory Services are provided by Waterloo Capital d/b/a AMG Wealth Advisors, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. AMG Wealth Advisors is not affiliated with Waterloo Capital. 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Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance level. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. 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