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Planning Beginner: Create a Financial Action Plan--Keep It Simple

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1.
A financial goal that you set might fail because it was _______.
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Any of the above. These are all things that sabotage one's efforts. That's why clear goal-setting is needed.
2.
A financial counselor serving you at work would likely be part of _______.
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An employee assistance program. Workplace programs like these may have counselors who can help you with your financial plans.
3.
Once you have made a financial plan, _______.
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You must review it and change it if necessary. Plans are not set in stone, and neither are they self-correcting; you must revise them over time.
4.
What is a financial action plan?
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A plan that directs how you will manage your money in order to achieve your goals. Financial plans work best when they are in written form.
5.
You can set and keep track of your financial goals on your cell phone.
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True. There are special goal-setting apps and financial planning apps that you can use right from your cell phone (or tablet, if you like).