Goals are important

Life is a set of goals

Let’s get organized by planning our lives as a series of financial goals. 🥅 Why, you ask?

Simple: you can prepare better if you know where you’re going. 🛣️

Creating a goal

Setting up a financial goal is as easy as 1, 2, 3!

Define:
1) Why: purpose of your goal
2) How much: cost of your goal
3) When: timing of when you will need it

Let’s see an example.

Say you are looking to purchase a car in 5 years. 🚗  Estimate how much it will cost - let’s say it’s 5 lakhs. Boom - there you have a goal!  Car in 5 years that will cost 5 lakhs.

How to prioritize?

This is highly personal. Is that car more important to you, or two fancy international holidays? There are trade-offs and decisions you’ll need to make throughout your life. 🤹🏽

We recommend categorizing your goals as  “need to have” versus “nice to have” and decide on the importance under each.

But wait, ✋ there’s one goal we should all have. You guessed it right. 

To save for an emergency. A rainy day. ☔ The uncertain life events that we talked about earlier on.

You are now a goal expert! Woohoo! 🎯