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Working Smart

By Lee Rossini

A goal is an idea for the future or desired result that a person envisions, plans toward, and commits to achieve. In this regard, a well-documented aspect of the financial planning process is the identification of client goals. After uncovering these, the next step is to plan the client’s finances in such a way that it leads to the achievement of these goals. There is an implicit assumption that after the client has decided on their lifestyle and financial goals, they can be easily achieved. Unfortunately, some understanding of what it takes to achieve goals is needed as this process is more complex than merely stating what they are. With sufficient understanding, the goal setting and planning process is hugely beneficial to clients as it promotes long-term vision, and short-term motivation. It focuses on intention, acquisition of knowledge, and assists in organising resources.


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