Name: Date: Period:

Jessica Cox – General Financial Literacy

Goal Setting Using this format you will be creating three different financial goals, one short term, one

intermediate term, and one long-term goal. You will need to follow all steps of the SMART Goal process. All goals need to relate to finances, and you will need to list you personal values that

apply to the goals you picked.

MEASURABLE –How will you know you’ve met your goal?

SPECIFIC –What exactly will you do?

REALISTIC –Are the resources you need available?

ATTAINABLE –Can you actually do it?

TIME LIMITED –When will you accomplish your goal?

Short Term Goal: Values:

Name: Date: Period:

Jessica Cox – General Financial Literacy

MEASURABLE –How will you know you’ve met your goal?

SPECIFIC –What exactly will you do?

REALISTIC –Are the resources you need available?

ATTAINABLE –Can you actually do it?

TIME LIMITED –When will you accomplish your goal?

Intermediate Term Goal: Values:

Name: Date: Period:

Jessica Cox – General Financial Literacy

MEASURABLE –How will you know you’ve met your goal?

SPECIFIC –What exactly will you do?

REALISTIC –Are the resources you need available?

ATTAINABLE –Can you actually do it?

TIME LIMITED –When will you accomplish your goal?

Long Term Goal: Values: