Goal setting may feel better suited to a business brainstorming session or a motivational platform, but understanding your short, medium, and long term goals creates enormous benefits for your financial future.
Make a note of all your dreams that require financial funding. It might include a new car, holiday home, paying off your mortgage, or retiring early. Some of these goals will take more planning than others, but without doing the groundwork, you’ll never be able to understand the impact achieving these goals will have on your life.
Let’s break up your goals into manageable chunks.
Short-term financial goals:
Medium-term financial goals (these are the goals that take a bit longer to achieve):
Long-term financial goals (these are the goals you achieve throughout your life):
Once you understand what your financial goals are, you can begin to plan accordingly. Building a financial dream takes patience, but Brazil Financial Planning supports you through it all.
Our financial life planning service, ‘Life Without Limits,’ helps you understand what is most important to you and why. Your goals are unique to you and your family. Identifying these needs and wants allows you to create and maintain the lifestyle you and your family desire.
For some people, that might include living in the moment and planning for short term goals. For others, it might be creating a plan of action for a long term financial future. Either way, we go on this journey with you, supporting you every step of the way. Our DREAM methodology looks at your finances in terms of your values, dreams, and objectives.
Discover – Where are you today, and where do you want to be?
Realise – Identify your priorities and visualise your goals
Everest – There will be challenges, but we help you overcome them
Action – Agree and implement the financial plan to get you to where you want to be
Mentorship – Bringing together your financial and life plans and guiding you along the way
If you’re ready to live the DREAM, get in touch for a chat.
Create your financial life plan with Ireland’s first RLP® financial life planner, Rory, to discuss how his programme can shape your future and allow you to live a life without limits.
Financial Life Planning sessions are conducted face to face or over Zoom/Skype/Teams. Book your call today HERE.
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