This document provides a worksheet to help users identify their top 3 financial goals. For each goal, users are prompted to consider whether the goal is clear and measurable, potential obstacles to achieving it, and specific action steps to take to achieve the goal or overcome any obstacles within a set time frame and value.
This document provides a worksheet to help users identify their top 3 financial goals. For each goal, users are prompted to consider whether the goal is clear and measurable, potential obstacles to achieving it, and specific action steps to take to achieve the goal or overcome any obstacles within a set time frame and value.
This document provides a worksheet to help users identify their top 3 financial goals. For each goal, users are prompted to consider whether the goal is clear and measurable, potential obstacles to achieving it, and specific action steps to take to achieve the goal or overcome any obstacles within a set time frame and value.
• Are your goals clear and measurable? • What obstacles might hinder achieving your goal? • What action steps will you take to achieve the goal, or overcome the obstacles?