Define 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.

Define long & short term goals below.

Use these links to explore goal setting from the perspective of when you’ll need your money.

Get More Information
  • FREE Investment Plan
  • FREE Retirement Report
  • Compare Services

We value your privacy.
View our Privacy Policy.