"In the absence of clearly defined goals, we become strangely loyal to performing daily trivia.” Robert Heinlein, author
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Source: Human Resources Development Canada
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Financial planning is all about numbers. |
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No, it's about setting goals and enjoying your life. But knowing the numbers can make it happen. |
Your goals are the heart of your plan.
If you're like most people, you probably concentrate most of your financial planning energy on your day-to-day finances. But, sound financial planning balances your day-to-day priorities with forward-looking goals.
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| What you can achieve in around two years or less. |
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Take more than two years -
sometimes many years - to achieve |
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| To get started, complete Setting my financial goals [PDF, 1 page, 52 kb] to think about and write down your goals for your future. |
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Tips for setting goals
Know that goal setting isn't about what you should do, it's about what you want to do and ensuring you get to do it.
- Believe that what you want is important - important enough to talk about it with your family and friends, to write it down, and to work toward it.
- Envision where you'd like to be in say 10 years - once you know what you want, you can work on how to get there.
- It's about dreams, not numbers - for now, focus on your goal, not what it will cost.
Next step: Start creating my plan.
