Goal Setting

In this section you will learn concepts to help you set financial goals. When setting your goals, remember to live for the moment, but plan for your future!

Key Concepts

  • Understand your relationship with money
  • Create S.M.A.R.T. Goals
  • Detail Short term and Long term goals

Short Term & Long Term Goals

  • What are your goals?

    Statistics say that written goals are accomplished more often than goals that go unwritten!

    Enter your short-term and long-term goals. You can email your goals upon completion.

  • Short-term goals (1-5 years)

  • Long-term goals (5-10+ years)