Step 2
Define your Goals
This will help you to identify for your future financial goals. Your Goals can be long term or short term or both. Once you make a list of your financial goals, you need to prioritize them. It will help you to allocate the available resources in an organized way.
This step is all about different personal and professional goals of the
customer which he wants to pursue along with time frame to achieve them.
Based on the time frame, goals need to be divided into short term goals and
long term goals. The customer also needs to prioritize his goals so that the Volatility Coach & Protection Counsellor can allocate resources in order of priority.
Goals of the customer can
be diverse nature like
1. Down payment amount for buying a home,
2. Buying a vehicle,
3. Higher education of children or self,
4. Marriage of daughter/son,
5. Financial Planning of family vacation,
6. Retirement planning,
7. Starting own business
and many more.