Goal Based Financial Planning

Goals-based financial planning is a method that allows clients to save for multiple financial objectives across various time horizons.
The planning process helps define an individual’s or family’s goals, prioritize them and determine the optimal manner for funding them — taking into account all assets, both tangible and non-tangible, and how they affect each other.
It also provides the advisor and client with greater flexibility to adjust for fluctuations in life and the markets.