Step 1: Prioritizing Your Goals
The PRISM Wealth-Building Process starts with goals because goals define the reason you are investing. Identifying and stating your goals brings clarity and purpose to the rest of the investing process.
In this first course of the PRISM Wealth-Building Academy, we further explain the importance of having defined goals. You'll identify your main goals, learn what their key components are from a financial standpoint and find out how their timing impacts your investment decisions.
Course Outline:
Lesson 1: Welcome to Step 1 of PRISM—Prioritizing Your Goals
Lesson 2: Why Start With Goals?
Lesson 3: What Are Your Goals?
Lesson 4: The Key Components of Goals
Lesson 5: The Timing of Goals
Lesson 6: Wealth Required to Fulfill Each Goal
Lesson 7: Prioritizing Your Goals
On-Demand Webinar:
Worksheets:
