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Setting Effective Financial Goals

LONG-TERM Big goal(s) and aspirations Time Frame:


GOAL Measure By When
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Free at EducatorFI.com

MEDIUM-TERM Steps linked to long-term goals Time Frame:


GOAL Measure By When
1

SHORT-TERM Drives Action and Builds Systems Time Frame:


GOAL Measure By When
1

Check-In Plan Frequency 1 2 3 4


Long Term
Medium Term
Short Term

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