1. Defining and arranging your financial goals and objectives
Identifying your financial goals and objectives will be the foundation of your financial planning and will provide a road mark for the future. The plan must contain the following features:
Read More- Quantifiable and achievable
- Clean and decisive with a defined timeframe
- Agreed and documented with your Financial Advisor so as to assist you measure progress
- They need to be reviewed regularly so as to ensure you are on target to meet your financial goals