Define Your Long-Term & Short-term Financial Goals
Invest with purpose - quantify your goals
Most people invest for more than one reason. For some of your financial goals, you may have years to save while other goals seem just around the corner. Relatedly, it takes careful planning and a balanced approach to save for distant goals while funding the more current ones. At The Mutual Fund Store, we work with you to define specific financial goals and their timing.
Use these links to explore goal setting from the perspective of when you’ll need your money.