Choose your Financial Goals with defined time line.
No amount of tailwind can help the ship if the sailor does not know where to harbor; it is like endless journey or shooting the ball without goalpost.
“IF ONE DOES NOT KNOW TO WHICH PORT HE / SHE IS SAILING, NO WIND IS FAVORABLE” – Seneca
Therefore goal is a must.
It is all the more idealistic if we know the duration to reach the goal. It brings clarity to the plan and peace of mind as we already know when to reach the goal.
Therefore time is crucial.
When we talk about a financial goal, it can be a real need or can be very aspirational.
Balancing act is the solution.
While doing balancing act trade off is key.
And who will help you define the goal, a realistic time to achieve it and fix the tradeoff between need and aspiration?
Advisor Zaroori Hai.
Investment / Asset management has to be tied to goals to work effectively
Client’s interest Fit is everything.