Financial goal setting
How do they think their current goal-setting efforts will affect their future financial lives? TEACHER’S TIPS Start a Club: Invite students to form a “Savings Club” so they can encourage one another as they progress toward their savings goals. Encourage the club to meet weekly to check in and share financial strategies. What is Reflection?
Stage of Life Goal Setting Setting goals is a healthy, positive habit no matter what stage of life you may be experiencing. This worksheet kit is a great place to start thinking proactively about your life and the things you’d like to accomplish in the next year, but should really be used as a simple
[PDF File]FINANCIAL PLANNING AND GOAL SETTING - …
Worksheet: Goal Setting & Financial Planning When you make a financial plan, you identify the financial goals that are important to you, your best estimate of what they will cost, your time frame for achieving them and the types of investments that may be the most appropriate for accumulating the money you need. Short-term goals:
www.OFTHEHEARTH.com 1 GOAL SETTING WORKSHEET FOR COUPLES General Instructions: Print two copies of this worksheet. Each spouse should complete Steps 1 and 2 on his or her own. Steps 3 and 4 should be completed together.
Financial Goal-Setting Worksheet Mid-Term Goals (2-10 years) Amount Needed When # of Months to save $ per Month to meet goal Long-Term Goals (Over 10 years) Amount Needed When # of Months to save $ per Month to meet goal Short-Term Goals (0-24 month) Amount Needed When Needed # of Months to save $ per Month to meet goal
How To Set Financial Goals: 6 Simple Steps
The ˜rst step in planning for your ˜nancial future is setting ˜nancial goals. Use this worksheet to help you map out your ˜nancial future – no matter what you are trying to achieve. Brainstorm: Start the process by thinking about the ˜nancial goals you want to achieve in 1, 5 and 10 years.
[PDF File]Financial Goal-Setting Worksheet
PROJECT 2: SETTING FINANCIAL GOALS INSTRUCTOR OVERVIEW Time-related goals can be sorted into three categories: Short-term – goals that can be achieved in less than one year Intermediate-term – goals that can be achieved within one to five years Long-term – goals that will take more than five years to achieve INSTRUCTIONAL OBJECTIVES
think about whether you really need or want a particular goal. It also helps you decide whether you are willing to spend the time or money necessary to achieve the goal. Financial goals will help you to determine where your money will go. Listed below are four steps in setting a personal financial goal. These may be adjusted as needed.
[PDF File]Financial Goal Setting Worksheet
List your life goals that will require financial resources beyond what you will be able to provide from your current income. For example, if your goal is a new home, you may list “new home down payment” as your goal. Next, set the target date by when you would like to …
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