Make wealth Planning work for you

Make yourself the focus of financial planning process. The results you would like to obtain from your wealth plan is your responsibility and not those of a financial advisor or other people around you.

Why is Setting Wealth Goal so Important

Getting what you want does not always come easy. More often than not, you have to put in some effort in order to achieve the results you desire. Getting out of debt and securing your financial future is no exception. This requires dedication, perseverance and the know-how to manage your money. Dream Your Goals.

Long Term Goals (more than 5 years)

Long term goals are those that will not happen overnight, no matter how hard you try to achieve them. They will take a long time.

Medium term gaols (1 to 5 years)

Medium term goals are also those that cannot be achieved overnight and will take some time to accomplish. An example of this is paying off your debts. This will of course depend on the amount.

Short-term goals (1 year or less)

Short term goals generally will take under one year to achieve and this will depend on the task and the estimated cost required. Get saving, money gives you freedom.

To Sum Up the Process

1. Start with where you are now and where I want to be. Analyse and evaluate your current wealth status
2. Set measurable goals and develop your wealth plan and alternatives. Also set reasonable time to achieve your goals
3. Pay yourself first and start saving with affordable amounts
4. Set up monitoring dates when your wealth plan is to be reviewed

Do not forget that you are in charge of all decisions made and not financial advisors. The decisions are yours. It all starts and stops with you. Money gives you freedom.