The foundation of a successful financial plan is an understanding of where you want to be financially in both the short and long run. These goals give focus and direction and help guide your actions through good and bad times. The Moneysmartz Financial Goal Setting guide provides links to tools and worksheets to help you quickly and easily set financial goals. If you plan to manage your finances on your own or work with a financial professional, then a review of financial goal setting basics will help lay the groundwork for financial success.
Most financial planning experts recommend determining your short-term, medium-term, and long-term goals. The following resources offer tips and tools to get started:
Armed with you goals you can either do-it-yourself or work with a financial professional.
The Moneysmartz Financial Planning Guide reviews the next steps in the financial planning process and offers links to financial experts.
