What Are Your Financial Goals

Everybody has distinct goals and objectives. Neontra features goal planning tools to help you keeping formal plans and scenario test. Neontra can automatically update your goals when your circumstances change also keeps them current to help you stay on track.

By identifying and tracking all your goals in one place, you’ll be on the path to achieving better long-term financial wellbeing.

Creating and reviewing your financial goals is easy. You can easily review all your goals and a long-term financial plan.

SMART financial goals

SMART financial goals help you identify exactly what you want and how you plan to achieve it. SMART goals are:

• S-Specific
• M-Measurable
• A-Achievable
• R-Relevant
• T-Time-Based

Here’s a list of common savings goals you can easliy plan for with Neontra:

• Dream holiday
• Retirement
• Relocate in retirement
• Care for my ageing parents
• Give to charity
• Invest more
• Feel secure about my finances in retirement
• Start a new business
• Feel secure about my finances now
• Buy a house
• Leave an inheritance
• Help pay for kids’ university
• Retire early
• FIRE (Financial Independence, Retire Early)
• Lean FIRE
• Career change

The ability to see oneself in the future and develop a long-term financial plan are two essential components of financial wellness.