Goal Setting

With the busy lives we lead today it can be a challenge to look up and see a clear vision for the future. Where do you want to be in 1, 3 or 5 years from now and how are you going to get there?

In order to achieve financial confidence it is important to have a clear strategy in place and set goals which are specific, measurable, actionable, realistic and time-based. Click here to see what goal setting is all about.

During the financial planning process, we will work with you to define your goals and establish a realistic timeframe in which to achieve them.

Once we have done this, we prepare and assist with implementing action plans and task lists to get you started and help you on your way - all the time knowing you have support when you need it.

If you are new to the financial planning process, below is a list of what you can expect when you meet with a Reid McGill advisor:
You can expect a minimum of three meetings with us; each up to 2 hours duration and in general they will progress in a similar fashion to the following.

At our first meeting we will:

- Understand your personal situation, longer term objectives and lifestyle goals.
- Collect information about your current financial position.
- Answer your questions, including our fees.
- Consider if we can assist you.

During our second meeting we will:

- Discuss planning options available to you
- Review which option best suits your personal situation
- Collect additional data if required
- Answer any questions

During our Third Meeting:

- Present your financial plan
- Review outcomes
- Discuss your specific action items and time lines
- Answer any questions

And at our fourth meeting we will:

- Discuss the financial plan
- Answer any questions
- Agree to take the necessary steps

Reid McGill can help you with all this and more. Contact us now for an evaluation of your current circumstances.

There are many things that can impact on your financial goals, but without doubt having a clear strategy and control over your financial situation, can help you achieve your dreams.

Contact Reid McGill to find out how we can help you set goals to achieve financial confidence.