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How to Set Your Investment Goals

Setting investment goals is a critical step in building a focused financial plan.

By Robin Hartill, CFP – Updated Sep 4, 2024 at 6:01PM

Key Points

  • Define clear, specific, measurable, achievable, realistic, time-based goals for successful investing.
  • Focus on investment strategies for growth, preservation, cash flow, and lifestyle to meet financial goals.
  • Implement an investing workflow with outlined goals, regular progress checks, and adjustments as needed.
Key findings are powered by ChatGPT and based solely off the content from this article. Findings are reviewed by our editorial team. The author and editors take ultimate responsibility for the content.

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