Establishing Your Financial Goals

Goal setting ebook

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. 

Book a Meeting with one of our Lifestyle Financial Planners

Financial Goal Blogs from MRA

Kid Dreaming to be an Astronaut

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 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.

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.

Additional Downloads from MRA

Click any of the Images Below for Your Download
How to set goals for the lifestyle you want to achieve
Guide to Lifestyle Planning
Guide to Investing and Inflation
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