<img src="https://cdn.livechat-files.com/api/file/kb/file/50b7dc1b-d303-47d8-befe-664bd68297d1/c796f64c0c-3f3f97c78c43a1b8f69e.jpeg">
Absolutely. While the focus is on your goals, we incorporate risk management strategies—such as insurance, diversification, and contingency planning—to protect your financial plan against uncertainties. This helps ensure your goals remain achievable even if unexpected events occur.
&nbsp;
Contact us for more information.
Phone: (480) 364-7401 | Email: <a rel="noopener noreferrer" href="mailto:hello@cognisgrp.com" target="_blank">hello@cognisgrp.com</a> | <a rel="noopener noreferrer" href="https://calendly.com/cognisgrp/30min?back=1&amp;month=2025-02" target="_blank">Request Free Consultation</a>

Absolutely. While the focus is on your goals, we incorporate risk management strategies—such as insurance, diversification, and contingency planning—to protect your financial plan against uncertainties. This helps ensure your goals remain achievable even if unexpected events occur.

 

Contact us for more information.

Phone: (480) 364-7401 | Email: |

Does goals-based planning consider risks and uncertainties?

What exactly is goals-based planning?

How is goals-based planning different from traditional financial planning?

What if my goals change over time?

Is goals-based planning only for long-term goals like retirement?

What if I don’t have enough money to fund all my goals?

How do you measure success in goals-based planning?

How much time and effort will this planning require from me?

Can goals-based planning work if I have complex financial situations?

Is this approach suitable for all income levels?

Goal Setting & Prioritization:  A Client Guide

The Role of Insurance in Your Goals-Based Financial Plan: A Guide for Healthcare Practitioners

Goals-Based Planning