<img src="https://cdn.livechat-files.com/api/file/kb/file/50b7dc1b-d303-47d8-befe-664bd68297d1/7cc5853183-90a5cf6863a5db656cc0.jpeg">
Traditional financial planning often centers on maximizing returns or managing risks without explicitly tying those strategies to your personal aspirations. Goals-based planning, on the other hand, starts by understanding your unique objectives and timelines, then designs financial solutions specifically to meet those goals. It’s more personalized and outcome-focused.
&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>

Traditional financial planning often centers on maximizing returns or managing risks without explicitly tying those strategies to your personal aspirations. Goals-based planning, on the other hand, starts by understanding your unique objectives and timelines, then designs financial solutions specifically to meet those goals. It’s more personalized and outcome-focused.

 

Contact us for more information.

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

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

What exactly is goals-based 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?

Does goals-based planning consider risks and uncertainties?

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