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My Life Goals

The ultimate goal of Financial Planning is to ensure you achieve your financial objectives like achieving your dreams & goals, being prepared and overcoming challenges faced during life changing events and attaining financial discipline in life for peace and prosperity. Take this Life Goals Test below which will help you establish your financial planning goals and objectives.
Check Name of Goal Priority Duration
Financial Discipline (I want to inculcate the following discipline regarding my finances)
Providing for family in unfortunate events
Optimizing Personal Income Taxes
Optimizing Investment / Savings Strategy
Making a will and assign nominee for all assets
Protecting Wealth created
       
       
       
     













     
Check Name of Goal Priority Duration
Life Changing Events (I want to be prepared for the following life changing events)
Changes in Job / Moving Abroad
New Member in the Family
Inheritance of Wealth
Starting own business
Comfortable Retirement
       
       
       
       
       
       
     











     
Check Name of Goal Priority Duration
Dreams & Goals (I want to achieve the following dreams & goals in my life)
Purchasing a Home
Providing for Children's Education
Providing for Children's Marriage
Going for a Dream Vacation
Buying a Vehicle
Owning a Holiday Home / Farmhouse
Doing Charity

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