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TOOLS

All goals take time and commitment to reach.

Many goals also require information, help from a professional, tools, action plans, and money

 There are four steps in the goal-setting process: 


Step 1: Brainstorm a list of the hopes, wants, and dreams for yourself or your family. Determine
whether they are short-term or long-term. Write these in the chart below. 


Step 2: Turn your hopes, needs, wants, and dreams into SMART goals using the second
worksheet. 


Step 3: Create an action plan to reach your goals. For long-term goals, your action plan may be
long and involve many steps. For other goals, you may only need to take a few steps to reach
your goal.  


Step 4: Finally, for goals that require money, figure out how much you need to set aside each
week (or month) to reach your goal. 


If you decide to make a budget or a cash flow budget, be sure to include money you need to

set aside for your goals. 


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