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© Take Charge Today – August 2013– Setting Financial Goals Funded by a grant from Take Charge America, Inc. to the Norton School of Family and Consumer Sciences Take Charge America Institute at The University of Arizona
What is a goal?
Identify one way goal setting can benefit you.
Is it realistic to write goals for every decision you
make?
Goal setting is important to financial planning
What is financial planning?
What is a financial goal?
Setting Financial Goals Note Taking Guide
Total Points Earned
Name
Total Points Possible
Date
Percentage
Class
Directions: Use the prompts provided to take notes during the lesson.
Goal Setting
Goal Setting and Financial Planning
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© Take Charge Today – August 2013– Setting Financial Goals Funded by a grant from Take Charge America, Inc. to the Norton School of Family and Consumer Sciences Take Charge America Institute at The University of Arizona
Describe each element of a SMART goal in the table below. Make sure to include any vocabulary term
definitions.
S Specific
M Measurable
A Attainable
R Realistic
T Time Bound
Setting and Achieving Goals
What is one way that you can ensure you reach your goal after it is written?
Write one SMART financial goal for yourself: