Financial Planning is not an event, nor is it a pie graph, chart or print out. It is a continuous process comprised of clearly identifiable steps that will put you on track to meet your personal objectives. Continuous regular review will allow you make the necessary adjustments as your objectives change or as “life happens”, and ensure that your plan remains current and relevant. To learn more about establishing your own Financial Plan, get in touch!
SMART goal setting provides a framework you can use as a solid foundation for anything you want to achieve. For a goal to be considered SMART, it must meet the following five criteria. When it does, you can ensure that your goals move from the planning page to reality. Continue reading SMART Goals