Summary of Lifestyle Planning/ Setting Financial Goals
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Summary of Lifestyle Planning/ Setting Financial Goals
Setting financial goals can be a very rewarding experience. Think of it as building your financial house. It needs a solid blueprint, and you should take time to design it and determine what you ultimately want your financial house to look like and accomplish.
A little planning now will help you reach your goals. Use the goal-setting process and tools to get started planning your future today!
Things to do
- Make a list of what you want to accomplish in your life. Consider family, education and career, financial goals, community involvement and physical activities.
- Make a list of career interests you have to help you decide on what to study, where to study and where to look for a career opportunity once you graduate.
- Make a list of short, intermediate and long-term financial goals important to you.
- Study different investments to learn how they work.
- Begin researching financial advisors to potentially meet with and schedule an appointment to interview them.
- Evaluate how you spend your money on needs or wants. What want could you cut out so you can save more?
- Use the financial roadmap worksheet to write SMART goals for each of the goals on your list.
What you have learned
- Choose Your Path after High School
- Setting Financial Goals
- Your Financial Goal Roadmap
