Stewardship Finance Academy/FREE GUIDE - Investment Goals Planner

FREE GUIDE Investment Goals plus Action Plan

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No more confusion..

A step-by-step guide to plan your investments to suit your goals.

Benefits of this planner to you...

1. Establish how much you need to invest every month.

2. Determine if your investment goal time frames are realistic based on your current income and investment returns.

3.Provide clarity on what investments to choose based on the required rate of return and the time
you have.

4. Provide peace of mind and clarity during the bear market if you invest for long-term goals.

Contents

SFA Brief - Investment Goals Planner (FILLABLE).docx
  • 3.19 MB
SFA Brief - Investment Goals Planner.pdf
  • 1.93 MB