About the Book
The first essential pass to being able to invest in your goals is knowing what your life goals are. What do you aspire to do, be or give? What are the driving forces behind your aspirations; the passions and purpose that fuel them? Are these aspirations thoroughly your own? How often do you reassess your goals to confirm that they still support your long-term plans both before and after retirement? Our MYGOALS Planner is precisely the tool to guide you in responding to these questions and through the process of realizing your goals.
We at Life By Design Investment Advisory Services want to help you create a life that you won’t need escaping from. How? By taking you through our goal-based discovery process that turns your dreams into actionable goals. We work with you to create a financial plan that allows you to explore your purpose, indulge your passions and determine what it really is you are seeking for your life. Why goals based financial planning? Because your financial plan is so much more than just that… it’s your life plan.