Goal setting: 1, 2, 3

Setting goals is the first step in realizing your dreams. Writing down specific goals can motivate you to take the steps necessary to reach them: balancing your spending and sticking to your savings plan. Goals should include everyone in the family and should be reconsidered at least once a year.

    1. Set short, immediate and long-term goals.
    2. Determine the cost and completion date of each.
    3. Be realistic in setting your goals.

Examples:

    Short-term:
  • Pay off credit cards
  • Beach trip
  • New fall wardrobe
    Intermediate:
  • Buy a car
  • Buy a house
    Long-term:
  • Save for retirement
  • Children's college

Set your own!

Short-term goals:
(within one year)
ESTIMATED COST COMPLETION DATE
1.                                            $                            $                           
2.                                            $                            $                           
3.                                            $                            $                           
Intermediate goals:
(two to five years)
1.                                            $                            $                           
2.                                            $                            $                           
3.                                            $                            $                           
Long-term goals:
(more than five years)
1.                                            $                            $                           
2.                                            $                            $                           
3.                                            $                            $                           
     

 

Questions?
Call the Financial Insider Network Customer Service Center toll-free at 1-800-510-7033. HOURS: weekdays 7:00 A.M. - 8:00 P.M. (CST).

 

 

 

 

 

   
 

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