Page 6 - Financial Workbook
P. 6
Financial Goal Setting
Next, you will want to identify your financial goals. What would you like to accomplish now and in the future? What’s important to you as you journey through this process? We’ve created a Goals Worksheet that you can download to help you and your coach identify the tools needed to meet your goal.
Financial To Do’s
Complete the Goals Worksheet
Once you’ve completed the worksheet, be sure and check off “Goals” on your Financial Checklist.
Click on the Folder icon to download your Goals Worksheet.
_______________________________________________________________________
5
