Goals & Objectives

Saving money for the sake of saving is good financial planning. But, to turn dreams into reality, meaningful saving needs a purpose.

Are there things you want to buy or do that require money? Perhaps buying a boat, saving for retirement or for your next vacation? Maybe you want to pay off your car or the credit card balance left from your last vacation. Turn dreams into reality. In the sections that follow, learn about goal setting, identifying opportunities and determining obstacles.

Use the Goals and Objectives worksheets:

My Saving Goals

  • What do I Want to Accomplish?
  • My Three Essential Goals

My Saving Obstacles

  • Obstacles Preventing Me from Achieving My Goals
  • Steps I Can Take in 30 Days to Overcome My Obstacles