Goals Based Financial Planning

Putting You at the Center of Your Financial Plan

Our goal-centric approach is designed to ensure that your financial plan is uniquely tailored to your individual aspirations and life values. We believe that understanding what you love to do and want to achieve is the cornerstone of effective financial planning. Here’s a deeper look into our goal-centric philosophy and why it’s so important for your financial success.

Why Goals Matter

Having clear, well-defined goals provides direction and motivation. It’s not just about accumulating wealth; it’s about using your financial resources to live the life you want. We start by asking questions to understand what you value most. This could be anything from planning for a comfortable retirement, buying a dream home, funding your children’s education, or taking that once-in-a-lifetime vacation.

Personal Connection: We believe that financial planning should be personal and meaningful. By focusing on your unique goals, we ensure that your financial plan is not just a series of numbers but a roadmap to your dreams.

How We Define Goals

We use the SMART criteria to help you set Specific, Measurable, Achievable, Relevant, and Time-bound goals. This approach transforms vague ideas into clear objectives. Did you know that people who set SMART goals are 42% more likely to achieve them compared to those who don’t? This statistic underscores the importance of having well-defined goals.

Real-Life Application

Once we understand your goals, we write them down and create a plan with a strong “why” attached to each one. This “why” provides the motivation and clarity needed to stay focused and make informed decisions.

The Benefits of a Goal-Centric Approach

  1. Clarity and Focus: Knowing what you’re working towards makes decision-making easier. It helps you cut through the noise and concentrate on what truly matters.
  2. Motivation: A well-defined goal with a strong “why” keeps you motivated, especially when faced with financial challenges.
  3. Personalised Strategies: Your goals guide us in creating tailored strategies that align with your values and aspirations. Every financial decision is tied back to your unique objectives.
  4. Achieving Success: With clear goals and a strategic plan, you’re more likely to achieve financial success. Our goal-centric approach has helped many of our clients turn their dreams into reality.

Example: Imagine wanting to retire comfortably. By setting a SMART goal, we can create a detailed retirement plan that considers your desired lifestyle, savings, investments, and other financial elements. This plan acts as a roadmap, guiding you step by step towards your retirement dream.

How We Work Together

During our initial meeting, we’ll spend time understanding your current financial situation and identifying your goals. From there, we develop a holistic plan that includes various foundational blocks such as cash flow management, investments, retirement planning, tax strategies, protection for you and your family, and estate planning.

Ongoing Support: Our relationship doesn’t end after the initial meeting. We provide ongoing support and adjustments to ensure your financial plan evolves with your life changes.

We are dedicated to helping you achieve your financial goals by providing personalised, goal-centric advice. Our independent status ensures that our recommendations are always in your best interest, free from any external influences.

We look forward to partnering with you on your financial journey. Let’s work together to turn your dreams into achievable goals.

Ready to get started?

At Everalls Wealth Management, we’re committed to ensuring that your wealth grows and aligns with what matters most to you. Complete this form to schedule your initial meeting