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Regular goal reviews

Why do I need to review my goals regularly?
 
Circumstances change and so may your views on what is important to you. Reviewing your goals at least every 3 months in depth will help you to:
 
 
 

  • stay focused and revitalise your motivation to achieve what you want from your life
  • check how relevant your goals still are
  • check on your progress toward achieving your goals
  • adjust your action plans to suit your current situation
  • adjust your financial plan annually to ensure you have the resources to meet your goals

How does your “clear future” program help me to review my goals regularly?

During the set up process we will help you record all of your goals in a very structured manner. We then carry out the following tasks:

  • every 3 months we will print off and send you your goals summary including your reasons for the goals and the action you intended to take
  • we will then ask you to update the forms and return them to us
  • we also check how you are progressing towards your goals
  • we will call and coach you if we believe there is a lack of progress
  • you meet with your financial planner at least annually to re-examine your goals and progress

One of the many things that motivate our millionaire clients is that as they are actually paying for this service as part of the Clear Future program they actually do take action on their goals and keep their records up to date.

This all seems like a lot of work- is it really worth it?

Read through our define your goals page again and check the reasons. However there is nothing like being focused on what you want to help you achieve it.

If you think of yourself as a boat on the river of life wouldn’t you want to use the best engine possible to keep you off the rocks and reach your destination safely?

Any questions on reviewing your goals regularly?

Please call us on 01582 839280 or Email us.