Establishing Your Financial Goals

Kid Playing Astronaut

Setting yourself goals for you to achieve in time to come. 

According to the dictionary a goal is an achievement resulting from directed effort. However, a goal is much more than that - it is the first step to making your dreams a reality. If you want to be someone that makes things happen then you need to be setting and achieving goals. 

We will work with you to help achieve the life and financial goals that will enable you to enjoy a brighter financial future. 


Fill in your details below to contact a Life Centred Planner

Start Small

Setting small or short term goals are just as important as setting those big long term life goals that you have. This is not about breaking the larger goals down into smaller steps, but about making smaller goals. A small or short term goal is anything that you think can be achieved the same day as you set the goal.

Goal Setting

Goal setting starts with careful consideration of what you want to achieve and ends with the work needed to achieve it.

A Lifestyle Financial Planner will work with you using a proposed goal setting schedule, which will hopefully make the process a little bit easier for you.

Positive Action

A Lifestyle Financial Planner will help you achieve your goals by creating a strategic plan of action. Part of this process will be writing down your goals to help make them feel real and tangible. When you are writing your goals always use the word "will" not "would like to" or "might" - for example, "I will drink more water this week" instead of "I would like to drink more water this week". The first goal statement has power and makes you feel motivated, you can see yourself drinking more water, however, the second lacks passion and gives you an excuse if you get side-tracked.

Download our Goal Setting EBook

Download Our Complimentary Guide

What you'll find in our guide

  • How can you create a plan to achieve your goals?
  • Who do you want to achieve your goals with? 
  • What goals do you want to achieve? 
  • When you do you want to achieve your goals? 
  • Where do you see yourself in the future?

Goal Planning Blogs from MRA

Fill in your details below to contact a Life Centred Planner