Goal Setting & Financial Planning

Description

Full content description:
Money without a goal is money that disappears. This module helps you get clear on what you want financially — and how to get there. We’ll teach you the SMART goal-setting method, how to break big dreams into achievable steps, and how to stay consistent even when life gets busy or unpredictable.

Includes:

• 20-minute video: “Turning Dreams Into Financial Plans”

• Financial goal planner (fillable PDF)

• Vision-to-action worksheet (define, map, execute)

• Mini-exercise: “Your Financial Life 5 Years From Now”

• Real-life success examples (student, family, single mom)

Goal: To help you build a financial roadmap you’ll actually follow.