We have done things differently when it comes to money management by encouraging you to also understand your life vision goals.

These two areas are important and work hand in hand to keep you motivated.

Phase 1 2020 – 2023

The first phase will get you into the habit of planning 3+ years in advance

 

 

Phase 2 2024 – 2027

You have developed your long term planning and you are making more of an effort to meet your final 2030 goals

 

 

Phase 3 2028 – 2030

You have developed your long term planning skills and you are a few steps away from reaching your 2030 money goal. Next step is what is the plan for 2040 onwards?