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Chapter 5. Goal-Oriented Retirement Plan... > Modifying and Achieving Your Goals

Modifying and Achieving Your Goals

Once you have completed the initial phases of defining goals and applying assets, you need to set up a schedule to review your progress. You also need to make certain you modify your goals as needed. For example, if Katie Glover were to receive a scholarship to go to college with all expenses paid, Katie's parents could modify their goal, which would allow them to reassign the asset they attached to that education goal. It's always good to set up regular meetings to discuss these goals, and I would suggest you do so at least quarterly.


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