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How to set financial goals

1 of 10 topics

A fantasy bull archer in a green robe aiming glowing arrows at floating targets in a forest, symbolizing focus and precision in investing.

Goals only matter if they’re real


Saying "I want to be rich" is easy. Turning that into a plan? That's where most give up. This skill helps you define what you actually want, break it into milestones, and connect your goals to your investing strategy.


Because smart goals aren't just numbers, they’re choices about time, risk, and what really matters to you.


You'll learn:


  1. How to set clear, realistic financial goals that align with your values, lifestyle and time preferences
  2. How time horizon, income and risk tolerance shape your plan and determine your investment approach
  3. How to turn vague hopes like "freedom" or "retire early" into measurable, actionable financial targets