Financial Plan Goal Setting
Consistently good advice in a constantly changing world®
Print Page | < A A A >

Financial Plan Goal Setting

The AEPG Difference: We take the time to understand where you want to go – so we can help you get there.


As your personal financial advisor, we begin our financial planning process by helping you to identify your goals.

We take a comprehensive look at your financial situation – not only your wealth management issues and investments, but also your interests, values, motivations, and concerns. We review all aspects of your financial life, including:

  • Your goals – Although your priorities may change depending on your stage of life and where your situation falls within the hierarchy of financial goals and needs, these may include financial independence, education, retirement income, improved cash flow, creating a family legacy, managing estate taxes, and more.Hierarchy of Goals 
  • Your risk tolerance – We ensure that you do not take on more risk than you are comfortable with or than your financial plan may require.
  • Your current asset allocation – We work with you to minimize your risk and maximize your investment return.

By taking the time to understand you, our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals are in the best possible position to help you define practical, measurable goals to inform your financial plan. We review the issues and challenges you may face at each stage of your life, and provide strategies for handling changes in your personal and financial circumstances. 

We also draw on the expertise in our financial planning, estate planning, pension, insurance, and group benefits teams to identify and address the “weak links” in your financial picture and develop your roadmap to success.

Find out how AEPG can help you put a financial plan in place to meet your goals.


Request an Appointment          

   908-757-5600 | Contact one of our professionals

AEPG: Your Accountable Advocate™ 


 * AEPG® Wealth Strategies, AEPG Employee Benefits and AEPG Divorce Advisors are divisions of American Economic Planning Group, Inc. (AEPG®) headquatered in Warren, New Jersey.