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Setting Financial Goals


Setting Financial Goals
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Everyone has financial goals: A new dress, college tuition, a new computer, car repairs, a kitchen remodel, a vacation, and ultimately, retirement. Some of these goals you hope to achieve in the next six months, some in six years or more. Below is a link to a Financial Goals Worksheet. This worksheet will help you organize and prioritize these goals into short-term, medium-term and long-term goals. It should be reviewed every six to nine months and adjusted as necessary.

Financial Goals Worksheet

Once you have your budget and your financial goals outlined, Rubbing Nickels will help you determine areas to reduce spending and provide ideas for generating income to enable you to achieve your financial goals. For example, if you spend $50 less on food each week, by eating at home and/or packing your own lunch, you will have $2,400 more at year end for that new computer AND car repairs!

Keep visiting rubbingnickels.com and we will help you make those goals a reality. Please let us know if you have any questions.

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