• Financial Goals Form

    To be discussed during financial planning sessions. You may attach additional detailed information about your goals.
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  • Plan of Action: Each month funds are deposited to a savings account (or fixed deposit) to fund the short -term and medium- term goals. For long-term goals (4 years and longer) funds are deposited to an investment account or mutual fund. Loans can be used to: (a) fund goals when the purpose of the loan is to acquire an asset that increases in value (b) facilitate an increase in income or cash flow for saving i.e. A DEBT CONSOLIDATION LOAN (c) improve the value of an asset. Remember to have a GIVING PLAN and to invest in your own personal development and spiritual growth.

  • * You may attach additional detailed information.

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