Goal-based planning is a proven investment strategy that seeks to accrue a targeted amount of money within a pre-determined time horizon. It is an approach designed to help you save the specific amounts that you will need to reach each of your stated financial goals. Our approach towards securing your financials aspirations is to first set the goals and target investments to each of them. This approach breaks down 7-foot hurdles into smaller, achievable 1 foot’ers that are much easier to cross.