WHY GOAL PLANNING?
Planning for your financial future demands that you stay ahead of the financial factors that shape the economy. It is imperative to establish financial goals and plan ahead for a secure future.
Ironically, financial worries derive not necessarily from lack of money, but often from lack of planning. Solid financial planning can take the uncertainty out of your financial future.
Knowing where you are now financially, where you would like to be and what resources you have to make that possible, will help you face the future with confidence. The first step in planning for your financial future is setting financial goals. Start the process by thinking about the financial goals you want to achieve in 1, 5 and 10 years.
This should be done by applying SMART- goal strategy. That is, make certain your ambitions are Specific, Measurable, Achievable, Relevant, and Timely.
You can enter your life goals which you want to achieve in below sheet. We have already listed a few goals which we feel are essential to almost every Individual. You can add more goals as per your requirement.
Once you fill in the data, we will undergo each one of them thoroughly & will come up with Investment requirements you would need to make in order to achieve those goals.