Goal Based Financial Planning is an investment methodology in which performance is measured by the success of investments in meeting an individual’s personal and lifestyle goals. This seems simple; however, it represents a significant shift from traditional investment philosophies, in which the success of financial performance is based on a return as an investment benchmark. Goal Based Financial Planning is not a new idea, but one that has gained popularity in recent years.
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Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All indexes mentioned are unmanaged indexes which cannot be invested into directly. Past performance is no guarantee of future results.
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