Financial Goals

Well written financial goals should..

Be realistic  

Be specific  

Have a timeframe  

State the action to be taken  

Time to set your goals!!!

Remember the criteria for writing out your goals. If you don’t remember, look above!

My educational goals include (List at least 2)..

1
2

My financial goals include (List at least 3).. Remember to be realistic!

1
2
3

My social, recreational, health & physical, or family goals are (List at least 2)..

1
2

List and prioritize six of your most important goals. After each goal, identify what you could be doing now to work
toward the goal, and what resources (if any) you need to achieve each goal. List them from most important #1 to
least #6.

Goal 1:
What I could be doing now:

Goal 2:
What I could be doing now:
Goal 3:
What I could be doing now:

Goal 4:
What I could be doing now:

Goal 5:
What I could be doing now:

Goal 6:
What I could be doing now:

Income
List at least one source of income:
1

What do you expect to be your source(s) of income in the near future?

1
2

Final Question
What are your feelings about being financially dependent vs. financially independent? Explain in 3-5 sentences. Are you
afraid of being sent out on your own? Are you confident you will succeed?

Click here to enter text.

Budgeting
 

Budgeting

Income
  

Expense

Fixed Expense

Flexible Expense

Go to http://www.texasrealitycheck.com/

Click on the button for #1.

Once you are finished, take a screenshot of your budget and paste it into this document. Ask me for help if you need!