Goal definition is the start of the financial planning process and the beginning of any good financial plan. Without specific, measurable, attainable, realistic and timely (SMART) goals, it is hard to have a plan. Your goals are unique to your situation in life. Our financial planners listen to your goals before making any assumptions about what is best for you – you may even discover a goal or two you never even thought about.
Goal planning is a step many financial professionals skip. We believe the process of identifying goals is more important than simply calculating numbers. It is about planning for the life you want to live, on your terms and on your timetable.