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Financial Goals

Page history last edited by dailyplanit 4 weeks ago

GET OUT OF DEBT

  • Check credit report
  • Review all debts: how much is owed, finance charges
  • Choose either the smallest debt or the one with highest finance charges
  • Reduce excess expenses (examples: take lunch to work, make cost-effective dinners rather than eating out, drink water rather than pop or coffee, etc)
  • Consider a temporary additional job to bring in more income
  • Apply as much money as you can toward paying off debt

SMART GOAL STATEMENT: I will [do what] get out of debt [by doing what] paying off VISA card first with [how much]$100 [when] every month [measured by] until complete [by when] by target date of six months from today.

 

FOLLOW A BUDGET

 

SAVE MORE MONEY

SMART GOAL STATEMENT: I will [do what] save money [how much] $1200/year [by doing what] by making a deposit in my savings account [how much]$100 [when] every month [measured by] chart [by when] by target date of twelve months from today.

 

BUY A ...(HOUSE, CAR, ETC.)

  • Research for the best deals
  • Know the amount you are likely to need
  • Save money each month toward your goal

CHART PROGRESS (pdf)

Saving Chart

 

SET UP FILES see also ORGANIZATIONAL GOALS

Helpful resources:

 

PLAN ESTATE

 

MAKE INVESTMENTS

 

LEARN MORE

Budget Money & Track Bills and Save Money & Spend Wisely at Dailyplanit

Financial Literacy at Open2Study

About managing money at www.mymoney.gov 

 

GOAL PLANS | DEVELOPMENT CENTER | DELICIOUS LINKS - MONEY

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