How to set intentional financial goals in 2021

Why You Should Understand Risks When Investing

The biggest part of adulting is realizing that there’s no one else responsible for making our wishes and goals come true other than ourselves. We all have dreams; but do we have what it takes to translate those dreams into goals and achieve them within the time period we’ve set?

If there’s anything the year 2020 taught us, we need to always have workable plans around our money. You probably have a plan for your other life goals, like getting fit or healthy, becoming more intentional with your time, or learning a new skill. But what about ?

Financial goals are savings, investment, or spending targets you hope to achieve over a set period of time. The stage of life you’re in usually determines what type of goals you wish to achieve.

Here are easy ways to achieve your financial goals…

Developing a financial goals chart is a good way to begin this process. Here are the five steps you should follow to set up your goal chart:

  1. Write down your financial goals. They should be specific, measurable, action-oriented, realistic, and have a timeline. Writing them down helps in bringing the goals into perspective.
  2. Decide if your goal is short-term, mid-term, or long-term, and create a timeline for that goal. This may change at any time based on your situation. Short term goals are to be achieved within 3-12 months, mid-term goals within 2-5 years, and long term within 10-20 years.
  3. Determine how much money you need to save to reach your goal and separate that amount by the month and/or year.
  4. Think of all ways you can reach that goal. Include saving, cutting expenses, earning extra money, or finding additional resources.
  5. Decide which is the best combination of ways and investments to reach your goal within the shortest time and write them down.

To help you plan and meet your financial goals, we have developed a free

Kindly complete the guide and submit it. We will contact you thereafter and offer free consultation on how to attain your financial goals and investment management.

Developing a financial goal chart may sound daunting but there two things that can make all the difference when it comes to making those goals you’ve set super easy to accomplish.

  1. Prioritize and focus on your schedule of actions and not the goal deadline, then achieve. Start with the small goals, the low hanging fruits. Once you accomplish one easier goal, it motivates you to achieve the more difficult targets. The huger goals require more time, discipline, and tracking ever so often, monthly or quarterly. you are more likely to do what’s required to accomplish your goals as a result of your consistent actions.
  2. Focus on the actions, not the performance: The actions you take carry more weight than the actual performance. The performance might not always be perfect, but consistently working to reach your goals will help you get better each time and improve your overall performance.

Contact Vasili Africa via the form below for further assistance on setting your financial goals and to learn the available investment options to grow your money.

Vasili Africa is an independent investment consultancy firm that provides independent advisory in portfolio management, personal financial planning, debt management, and estate management. 


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