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Set financial goals based on your values. For example, if family is a top value, your goals might include planning a family vacation or putting money into an educational fund for your grandchild.
For example, if you are looking to save for a house, the goal of saving $100,000 may not seem achievable and is daunting. Setting a goal to save $20,000 by the end of 2024 is more achievable.
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Plan creation: The financial plan details how to accomplish the financial goals set in the previous step. It could include, for example, reducing unnecessary expenses, increasing employment income, or investing in a fixed deposit .
For example, if your big goal is to pay off your student loan debt, some of your smaller goals might include working to pay off outstanding loans by using the debt snowball or debt avalanche method.
With your financial planner, you’ll discuss short-term goals, such as buying a home, and longer-term concerns like planning for retirement or your child’s college tuition.
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