Once you know your financial standing, the next logical step is goal setting to remedy the weak spots in your financial health. The long journey of goal planning starts with a step. The first step is to identify your goals. The next would be to break these goals down into measurable goals- short term (less than 1 year), medium term (1 to 3 years) and long term (5 years and more).
A financial advisor can help you educate to increase your net worth by making the right investments. Lastly, your financial progress has to be evaluated at regular intervals- monthly, quarterly or semi-annually. This is imperative so that you know that you are steadily on the way to achieving your goals step by step.
As your CFO, we help you to
- Identify your financial goals
- Determine the timeframe for these goals
- Increase your net worth and
- Evaluate your progress
Our online personal finance planning software ARTHOS helps you plan your goals in a more disciplined and scientific manner. You can even track the performance of your investments made for achieving your goals using Goal Tracker.