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Not at all. Goals-based planning covers all types of goals—short-term, medium-term, and long-term. Whether you want to save for a vacation next year, buy a car in five years, or retire in 20 years, each goal is given appropriate attention and resources within the plan.
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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>

Not at all. Goals-based planning covers all types of goals—short-term, medium-term, and long-term. Whether you want to save for a vacation next year, buy a car in five years, or retire in 20 years, each goal is given appropriate attention and resources within the plan.

 

Contact us for more information.

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

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

What exactly is goals-based planning?

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

What if my goals change over time?

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