Goals-based planning is the process of helping clients prioritize their financial goals and determine the optimal plan to fund them. Goals-based planning expands your focus into all aspects of your clients financial life and eliminates the retirement-only focus.
Goal Planning
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What is Goal Planning?
Goals-based planning is the process of helping clients prioritize their financial goals and determine the optimal plan to fund them. Goals-based planning expands your focus into all aspects of your clients financial life and eliminates the retirement-only focus.
What does Goal Planning cover?
- Provide direction, and focus
- Give a sense of personal satisfaction
- Help maintain motivation, especially during setbacks
- Allow clients to prioritize change
- Set a realistic timeline for goal accomplishment
- Provide a better understanding of expectations
- Prevent clients from feeling overwhelmed
- Give clarity to decision making
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Bangalore, Karnataka
Our Services are available in Mumbai, Pune, Satara, Kolhapur, Delhi, Gujarat and surrounding areas.
Benefits/ features of Goal Planning:
- Budget and save more: As you keep track of every small and big expenditure, your saving levels increase considerably as you reduce non discretionary expenses.
- Invest in a disciplined manner: Goal based financial planning promotes disciplined investing in the form of monthly SIPs, regular portfolio rebalancing etc.
- Reduce Debt: By planning for financial goals in advance, you refrain from taking debt for fulfilling these goals such as vacation, new vehicle, downpayment for home etc
- Save Taxes: Tax planning is an integral part of goal based financial planning. By planning your 80C deductions early, you can avoid a last minute rush for saving taxes.
- Peace of mind: By planning and investing for your future in advance, you can attain peace of mind knowing that your financial goals will be achieved.
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Importance of Goal Planning
Good investment advisors are increasingly endeavouring that their investors do not make random investments in mutual funds and instead map these with their various financial goals. Most Indian investors do not have a structured approach to savings and investments. Most people do not have saving targets as the amount of money they save depends on their spending habits.
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