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.