Set Goals
Setting goals is like giving your money a game plan—it helps you decide what matters most to you and where you actually want to go. Seeing the progress you make toward your goals will help you stay motivated to stick with your plan and continue on your path to financial wellness.
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The Guide to Setting Financial Goals Like a Pro
Key Ideas
- Set realistic and measurable goals.
- Prioritize – what matters most to you?
- Determine what resources you need to achieve those goals.
- Monitor your progress and adjust as appropriate.
- Congratulate yourself when you’ve reached a milestone!
Activities
Think about, write, evaluate, and adjust goals to meet targets, then identify actions that help you achieve those goals.
- Pay off $____ of credit card balance in six months.
- Cut $____ /month in streaming services and redirect that money into an emergency fund.
- Set up automated retirement savings of $____ /month.
