Financial Goal-Setting Tool
Select and prioritize your top three post-insolvency financial goals and fill in the blanks with your
personal goal information. If you cannot find three goals from the list which are important to you, create
your own, but make sure they are SMART (Specific, Measurable, Achievable, Relevant, and Time-
bound)!
Bring your top three financial goals to your in-person counselling session. You will discuss your
financial goals and set a plan to achieve them with your counsellor.
Open a bank account by .
select date
Set up a savings account by .
select date
Set up automatic payments for by .
insert expense
select date
Set up an automatic monthly transfer of $ to my savings account by
.
insert amount
select date
Select a record keeping method and begin tracking all my expenses
.
select date
Increase my income by $ every through
by .
insert amount
insert period
insert method increasing income
select date
Reduce every by $ by .
insert expense
insert period
insert amount
select date
Save $ every so I have $ for
insert amount
insert period
insert amount
insert goal
by .
select date
Save $ every so I have $ for
insert amount
insert period
insert amount
insert goal
by .
select date
Save $ every so I have $ for
insert amount
insert period
insert amount
insert goal
by .
select date
Create your own SMART Financial Goals
by .
insert goal
select date
by .
insert goal
select date
by .
insert goal
select date
