Goal Setting & Mapping
Our approach allows you to identify something you want to accomplish and by establishing measurable objectives and timeframes we will help you achieve them.
Furthermore, Life goals are essentially everything you want to do in life before passing on. They're the stuff people remember you by when you are no longer around. ... Setting goals gives you purpose, and they help to guide your life. Think of life goals as your North Star.
Financial mapping works hand in hand with goal setting. Mapping gives the ability to plot out, over an extended period, all of your future financial plans/goals. Similar to the way a three-month trip around Europe might involve painstaking planning and design, your finances also require organisation and control.
The JFP ‘strategy action plan’ will ensure you have the right amount of funds allocated for such a trip, giving you comfort, peace of mind and NO surprises.
Putting a long-term financial plan in place will provide you with the comfort of knowing that you can do all those things you dreamed of and that your financial future is under control.
We begin by taking time to understand what your ideal lifestyle looks like. Completing our specially developed exercises, allows you to determine your goals and objectives – what’s important to you?
Empowered with our unique ‘strategy action plan’, our service is measured and modelling regularly against these goals and objectives. This ensures you are kept on track and in the best financial position to achieve everything you wanted to achieve, so you can enjoy your life, with purpose, to the fullest.