Section 7: What Do I want to do with My Money?
To obtain the things in life that you want and need, managing your money the right way is necessary. Setting goals that reflect your values and priorities is the first step in doing that. Write down your short-term, medium-term, and long-term goals in the following tables. Be specific and realistic and place your most important goals at the top of your list.
- Short-term goals should be should be achievable within one year. Examples could be buying new clothes or saving for a vacation.
| Short-Term Goals (1 Year or Less) |
Time Frame for Completion |
| 1) | |
| 2) | |
| 3) | |
| 4) | |
| 5) |
- Medium-term goals can be accomplished some time between 1 and 5 years from now. They may include such things as buying a car or paying off debts.
| Medium-Term Goals (1-5 Years) |
Time Frame for Completion |
| 1) | |
| 2) | |
| 3) | |
| 4) | |
| 5) |
- Long-term goals are those you are looking to reach between 5 and 10 years from now. Examples of these may be buying a house or preparing for retirement.
| Long-Term Goals (5 Years or More) |
Time Frame for Completion |
| 1) | |
| 2) | |
| 3) | |
| 4) | |
| 5) |
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|---|---|
| Workbook Section 7 What to do with My Money.pdf | 236.22 KB |