Activity: Setting Goals Worksheet

Activity: Setting Financial Goals

Setting Goals Cover Image

Use this worksheet to create your SMART Financial Goals.Spend 15 minutes on each section.

Think about the things that have gotten in the way of you achieving your goals in the past?

Not surprisingly, our money management habits are learned from our parents. How does this knowledge change how you view your habits?

Trauma can also cause us to develop harmful financial habits. These experiences can impact the vision you have for your future. Knowing this, are there things you tell yourself that you hold yourself back?

If have not done so yet, you can download the worksheet here.