The Power of Setting Financial Goals


What You'll Learn

Do you know the difference between a goal and a financial goal? A goal is an idea of a future result. Financial goals focus on savings and investments.

“A goal without a plan is just a wish” – Antoine de Saint-Exupery

With the help of the Wealtheo™ experts, you will learn how to define your financial goals and the seven steps to follow to design your plan. We’ll also provide you with tips to ensure your goals are achievable. 

What’s Included?

  • Fully digital no-fluff content (access online from anywhere)
  • Video modules with topics including understanding the different types of financial goals, how to set and achieve your goals, and much more.

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