Financial Goals Planning

Every mission starts with Planning. Apt Planning leads to achievements of Targets in a very efficient & effective manner. Therefore, it is always better to identify the objectives to achieve before allocating the resources.

Similarly, the process of financial planning involves the following steps:

  • Identification of Financial Goals
  • Categorizing of plans into Short Term; Medium Term & Long Term
  • Understanding of Current Financial Resources
  • Allocation of Resources to Identified Financial Goals
  • Evaluating Alternatives
  • Implementation of Financial Plan
  • Monitoring & review

Please note, Monitoring & review is futile without undertaking corrective action, if required.

Planning Sets Financial Goal as a Benchmark to which Investment Growth is measured. Without a Goal/ Plan/ Benchmark, Execution is a futile activity.

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