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GOAL PLANNING

2,500.00 600.00

Setting short-term, mid-term and long-term financial goals is an important step toward becoming financially secure. If you aren’t working toward anything specific, you’re likely to spend more than you should. You’ll then come up short when you need money for unexpected bills, not to mention when you want to retire. You might get stuck in a vicious cycle of credit card debt and feel like you never have enough cash to get properly insured, leaving you more vulnerable than you need to be to handle some of life’s major risks.

 

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Setting short-term, mid-term and long-term financial goals is an important step toward becoming financially secure. If you aren’t working toward anything specific, you’re likely to spend more than you should. You’ll then come up short when you need money for unexpected bills, not to mention when you want to retire. You might get stuck in a vicious cycle of credit card debt and feel like you never have enough cash to get properly insured, leaving you more vulnerable than you need to be to handle some of life’s major risks.

Here’s the first step to sorting our finances: working out where we want to be moneywise and what our priorities are. Setting financial goals helps us focus our money and our lives. Goals can be short-term or long-term, small or large, but they all need to be achievable. Many of us tend to underestimate how much we can achieve over time!

Goals can be like paying down debt, a down payment on a home, a child’s education, a child’s marriage, a secure retirement (or all of the above), Saveabhi can help you plan for what matters most to you. You define your financial goals, we’re here to help you plan for them. We can look at your goals, needs and budget together. And then review your options to help you move towards your future.

Once you have made the payment, a questionnaire will be sent to your registered email ID. This will help us understand your requirements and your current status. It will take less than 10 mins to fill out the questionnaire.

After you have submitted the questionnaire, our advisor will analyse your responses, he/she may contact you if there is any need. Within the next 2 working days, you will receive a detailed plan to achieve your goals

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