Establishing Your Financial Goals

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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. 

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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. Lifestyle Financial Planners, Lifestyle Financial Planning, Life Centred Financial Planning, Life Centred Financial Planners, Independent Financial Adviser, Independent Financial Advisor, IFA Local, Life Style Financial Consultant, Life Centred Financial Consultant, Personal Financial Planning, Financial Planning, Personal Financial Planning, Personal Finances, Financial Consultant, Pensions, Pensions Planner, Retirement Planning, Retirement Planner, Tax Planning, Tax Planning Consultant, Tax Planning Adviser, Tax Consultant, Tax Planning Advisor, Cash Flow Budgeting, Banking, Insurance, Term Assurance, Mortgage Consultant, Mortgage Adviser, Mortgage Advisor, Mortgages, Savings, Pesonal Savings, Investments, Estate Planning, Estate Planner, Later Life Planning, Wealth Management, Business Adviser, Business Consultant, Forecasting, Investments, Portfolio Planning, Financial Guidance, Financial Security, Family Protection, Critical Illness, Critical Illness Planning, Critical Illness Protection, Tax Efficient Savings, Tax Planning, Tax Efficient Investments, Saving For Long Term Goals, Savings For Long Term Care, Life Centred Financial Advice, Life Centred Adviser, Life Centred Advisor, Life Centered Planning, Life Centered Adviser, Cash Flow Forecasting, Residence Nil Rate Band, Land Registry, Tracing Land Registry Form, Financial Planning, Financial Planners, Work To Live Financial Planning, What is Inflation, How to beat Inflation, Selling a property in a limited company, SSAS Pensions, SSAS Pension, What is a SSAS, What is a SIPP, SIPP Planning, SSAS Planner, SIPP Planner, SSAS Planning, Stakeholder Pansions, Financial Freedom Reviews, When Can I Draw My State Pension, Saving Money, Ways To Save Money, Ways To Save money on a Tight Budget, Land Registry, What is An Annuity, Annuities, Lower My Bills, Nil Rate Band, Inheritance Tax Advice, Essential Corporate Solutions, Inheritance Tax Residence Nil Rate Band, Debt Relief Order, Life Planning, Financial Advice East Sussex, Mike Robertson, Split The Bills, The Residence Nil Rate Band, The Best Saving Schemes, What is a Venture Capital Trust, What Is A VCT, What Is A EIS, What Is An Enterprise Investment Scheme, Is A Financial Planner Important, What Can a Financial Planner do for me, Do I need Financial Planning, Do I need Financial Planning, Do I need a Financial Planner, Do You Need a Financial Adviser, Eight Steps to choosing a Financial Adviser, Getting Financial Advice, Need Financial Planning, Why Do You need a Financial Adviser, What is A Financial Adviser, Pensions Advice

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

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