Goals Worksheet

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GOALS WORKSHEET can be a motivating tool for all ages. It provides a form for you to identify financial goals for one, two, five and ten years from now. The worksheet provides space for estimating the money you will need, and a savings target for each goal. Writing goals and referring to them often can be an important tool for communicating about money, modifying household goals, and discussing why saving toward goals is important.

Financial Planning Association
Financial Planning Association
Resource Categories
Information, Tools
Resource Type
Downloadable resources
Grade Level
7th grade, 8th grade, 9th grade, 10th grade, 11th grade, 12th grade, College & young adult
Target Users
Parent, home school, Student, self-directed study, Teacher, classroom or after school
Jump$tart Standards

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