This is a deep exercise to help you visualize your future life playing out. Once you do that, you move away from the zone of vagueness to being specific about your goals.
The roadmap to take you towards your financial goals brings more discipline in savings & spending patterns. You are now more confident of your resources working productively towards your goals.
An integral part of this exercise is creating a Plan B for you. This includes creating an emergency fund to tackle short term situations like a job loss as well as the right insurance cover to address unforeseen events like hospitalization or death.
With identified goals & a specific plan towards meeting them, you can focus your energies on your work & family, without lingering doubts about whether you are doing enough.
Schedule a consultation call now
Ashish Khatri
Founder, Path2Goal
Path2goal is the website of Ashish Khatri who is registered vide ARN 278931 as a Mutual Fund distributor. This site should not be treated as a financial advisory website. AMFI certification in no way guarantees performance or provides any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
© 2023 Path2Goal. All rights reserved.
