Why set goals? Every one of us may spend countless hours to think about our present life and future. Almost everyone wishes to change our lives. Whether it is family life, friendship, career or finances. We all want to change something. The first step is to set goals.

1. INVESTMENTS
AND LIFE
GOALS

2. They are driven by a larger purpose in their lives
Most successful people know what their goals are
with a great amount of clarity

4. What goals?
Who has the time to sit and
think about life goals…..
It is all good to talk about
these things when we are 2
beers down..!
You know that
goals are very
important. So,
what are your
goals?

5. If goals are so important, why
do people struggle to identify
them?

6. Is there an easier, effective
way to identify goals?

7. The Life planning * approach
If money was not a constraint, how different will
your life be? What would you do?
If time was a constraint, how different will your life
be? What would you do?
If time runs out, what would you regret?
Ask yourself the following questions. It will lead
you to what you want from deep within.

8. The answers can be surprising
When you realise your mortality is inevitable, priorities get
crystal clear
You will need a patient ear to encourage you to put in words.
Thoughts that you rejected long time back fearing they are
impractical or funny

9. The core life goals, answers for purpose of life, regrets that will
come to the death bed get a new lease of life
The destination for this journey gets defined.

10. It is a lot of fun planning for the journey.
You have to finish all unfinished work so you can go on that journey
guilt free.
You pack and prepare. There is excitement and positivity.
Time, money and energy are focussed on making this journey happen.
This in itself is success mindset.
PREPARING FOR THE JOURNEY..

11. GOALS AND CHANNELISING
INVESTMENTS

12. Your assets (current and future) are estimated
Your goals are given a more definite time and amount
And then the matching happens…
The early goals are met from low risk assets
The long term goals are met from high risk – high return assets

13. 10 Years 5 Years 3 Years 1Year
High risk – high growth assets
Low risk – low growth assets
When goal is far
away, invest in
high risk high
growth assets.
Start even if with
small amounts.
Your assets will
grow with time,
but the goal is
nearing so cut
the risks. Keep
investing.
When you are
further getting
closer to goal, start
consolidating and
move to low risk
assets. Keep
investing.
Here we are,
almost there. Sit
back and relax. No
risks, no worries,
just happiness!

14. Pathway to SUCCESS
GOAL
PLAN
IMPLEMENT
SUCCESS

15. IMPOSSIBLE
UNABLE