Treat Your Money Like a Business Goals Objectives

Published / Last Updated on 31/07/2020

Goals and objectives setting for your personal wealth planning.

You need to have ‘vision’ - If the way ahead is unclear you still need to plan to get there.

In business, you have business plans so what is your ‘wealth’ business plan?

Set your wealth business plan with shorter term 1 year plans but also set a 5 year goals plan and also your longer term goal

e.g. £500,000 pension fund by age 60 or pay off your mortgage by 57 or both.

Treat growing your wealth as if it were a business you are growing.

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