Achieving goals is an on going process
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Setting and achieving goals is an ongoing process that requires pre-work like analyzing one's current situation, setting specific and measurable goals, creating a plan to implement those goals, regularly monitoring progress, reviewing and making adjustments when needed, and managing risks through asset allocation.
Achieving goals is an on going process
- 1. Achieving Goals is an on-going process….. Pre-work Goal Setting Reviewing Analysis of current situation Regular Monitoring Impleme ntation Risk Profiling Asset Allocation Biswajit Das Diploma in Wealth management– IIFP, Delhi M-9339288488 Mail- [email protected]