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2.1.4.L1

SettingFinancialGoalsNoteTakingGuide

TotalPointsEarned

TotalPointsPossible

Percentage

Name

Date

Class

Directions:Usethepromptsprovidedtotakenotesduringthelesson.

GoalSetting

Whatisagoal?

Identifyonewaygoal
settingcanbenefityou.

Isitrealistictowritegoals
foreverydecisionyou
make?

GoalSetting andFinancialPlanning

Goalsettingisimportanttofinancialplanning
Whatisfinancialplanning?

Whatisafinancialgoal?

TakeChargeTodayAugust2013SettingFinancialGoals
FundedbyagrantfromTakeChargeAmerica,Inc.totheNortonSchoolofFamilyandConsumerSciencesTakeChargeAmericaInstituteatTheUniversityofArizona

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2.1.4.L1

SettingandAchievingGoals
DescribeeachelementofaSMARTgoalinthetablebelow.Makesuretoincludeanyvocabularyterm
definitions.

Specific

Measurable

Attainable

Realistic

TimeBound

Whatisonewaythatyoucanensureyoureachyourgoalafteritiswritten?

WriteoneSMARTfinancialgoalforyourself:

TakeChargeTodayAugust2013SettingFinancialGoals
FundedbyagrantfromTakeChargeAmerica,Inc.totheNortonSchoolofFamilyandConsumerSciencesTakeChargeAmericaInstituteatTheUniversityofArizona

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