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Are You on Track to Meet Your Financial Goals?

November 26th, 2018 | Written by

Are You on Track to Meet Your Financial Goals?What do you see when you think of the next 10, 20, 30+ years of your life? Perhaps you’re looking to retire close to a white beach, maybe you’d like to take your family on a once-in-a-lifetime vacation to the Serengeti, or you’d like to pay for your child’s wedding.

Have you considered how you will reach these goals? Perhaps you have started saving for them, or you’ve taken it a step further and invested your assets to allow them to earn compound interest and growth. Either way, are you on track to meet your goals?

At The Prosperity Consulting Group, we offer a complimentary tool that illustrates how you’re progressing towards your financial objectives. Anyone can take advantage of this resource, even if they aren’t a client yet! By answering a few short questions, you can see if you are on the right track to reach your goals.

Here’s how it works:

Step 1 – Start the questionnaire here!

Step 2 – Enter your age and your current gross income on the first page.

Step 3 – Choose your goal. Select Retirement or Savings. If you select savings, there will be another page that will allow you to specify what your savings goal is (a wedding, vacation, home improvement, new car, etc.)

Step 4 – Enter the age at which you’d like to reach this goal and how much money you’d like to have for it. For example, you may want to retire at age 65 and have 80% of your current income in retirement. Also enter how much you currently have saved and how much you’re saving every month.

Step 5 – Drumroll please… you have your results! There will be three estimates, a below average market, an average market and an above average market estimate for your investment. You will see a percentage showing how close to your goal you will be and if you are in a shortfall or surplus. If you are projected to be at a shortfall, you will also receive some tips on how you can meet your goal.

Step 6 – Drop us a note. Enter your name and email, along with any other pertinent information, to receive a no obligation consultation. We will give you a call to review your goals and discuss how to see them to fruition.

As always, we are here to help. If you have any questions, feel free to contact us below or send us an email at [email protected] or call us at (410) 363-7211.

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    This information is not intended to be used as the only bases for investment decisions, nor should it be constructed as advice designed to meet your particular needs. You are advised to seek the advice of your financial advisor prior to making any decision based on any specific information contained herein.
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    The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
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    Owings Mills
    United States