New Resources Added This Month Are Highlighted In Purple
Goal-Setting Forms
- SMART Goal Worksheet Break down a goal to make sure it's Specific, Measurable, Achievable, Realistic and Time-sensitive
- Financial Goal Setting Worksheet For identifying financial areas where goals can be set
- Goal Planning Tool Put it in writing!
- Gameplan For visual learners
- Planning and Saving for Goals Breaks down saving goals by time frame and amount, leading to a monthly saving goal
- $500 Money Saving Chart This is a fun way to save $500 over the next 12 months; set aside one of the pre-determined amounts each week and in a year, you'll have $500!
- $1000 Money Saving Chart Similar to the $500 chart, this one will help clients save $1,000 in 12 months
- Starter Emergency Fund This is another fun, visual tool to help clients work towards building a starter emergency fund
- Discovering your Money Scripts Reflections on a client's relationship with finances
- Checklist of Goal Options for Financial Coaching Clients will review this list with their case manager prior to their first coaching appointment (to identify goals they'd like to work on); you can also use this with PIR clients if they need more direction along the way