Setting personal goals and making them happen

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When you focus on your future – what do you see? Will you be living in the UK or abroad? Setting our goals clear in our head is a good start, but the importance lies in creating a path to achieve them

We’re hard-wired as humans to live in the present, but we all need to see into our future if we’re going to get there safely. After all, if you’re not sure where you’re going, you may end up somewhere you don’t want to be!

Some personal goals are linked to our life milestones: starting a family or stopping work when we turn 60. Others are based on personal ambitions like starting a business or picking up a new hobby later in life. Many have goals for their children, such as giving them the best education they can or leaving them a good legacy.

Additionally, many of us are passionate about protecting the planet and investing responsibly, and we can invest our money to create a better world both for ourselves, and society. The goals that you set yourself should be based on your personal values.

Understanding who you are and what you believe in allows a personal financial plan to be built to achieve the goals you hold dear. None of us will ever have the same set of goals, which is why any financial plan should be highly personal and tailored to you.

Putting a plan into action

Talking through your personal goals with a Financial Adviser is just the first step. By managing the money and assets you currently have, it allows you to achieve the future that you’d like to see. When a financial plan is in place, it gives you a better approach to achieve balance among your many goals, thus allowing you to fund each one accordingly.

What happens if my goals change?

As John Lennon said: “Life is what happens when you’re busy making other plans.”We can anticipate the future, but we can’t predict it. A break-up, an unexpected job loss or a medical bill may throw you a curveball. Our personal goals may change over time and having a plan in place protects you through the difficult times.

The longer your relationship with us, the better we can understand and support those changes with practical, empathic advice. It’s much easier to fine-tune a financial plan that already exists, rather than start from scratch.

This lies at the heart of what we mean by financial wellbeing: having a plan is based on what you believe in, and knowing you’ve got an expert on your side whom you can always turn to. This means you can lean forward into the future – and embrace it.

Please don’t hesitate to contact us at Rhodes Brook Financial if you wish to talk through your own personal goals or review your existing ones.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Rhodes Brook Financial Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website: www.sjp.co.uk/products.

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