What is goal-based financial planning?

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This is type of financial planning where one needs to define one's financial goals and objectives very clearly, then look at the risk appetite of the person for whom the plan is being put into place and then form a strategy to reach those goals with the risk factors in mind. Usually in goalbased planning asset allocation plays a very important role and so does regular monitoring of the portfolio if the assets in it are performing well or not, and again with the risks associated with those assets.

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