Before you can create a plan for spending and saving, financial goals must be set. Goals reflect your values and provide direction for planning. Setting goals will help you balance your needs and wants.
Answer the following questions to help you list out and prioritize your short-, mid- and long-term goals:
After your specific goals are identified, complete the financial details. Here are two examples:
Goals change continuously over a lifetime. If a change is needed to a current goal, make the adjustment. As goals are reached, new ones should be established.
You don’t have to tackle your financial goals alone.The MTC Federal financial experts can help, schedule your FREE INDIVIDUAL FINANCIAL ANALYSIS, a 30 minute one-on-one customized consultation to review your financial situation with tips to help you get on the path to a stronger financial future.