What are your goals?
My Educational Goals are:
1. ______________________________________________________________________________
Goal Length Type: Short-term Mid-term Long-term
2. ______________________________________________________________________________
Goal Length Type: Short-term Mid-term Long-term
3. ______________________________________________________________________________
Goal Length Type: Short-term Mid-term Long-term
My Social Goals are:
1. ______________________________________________________________________________
Goal Length Type: Short-term Mid-term Long-term
2. ______________________________________________________________________________
Goal Length Type: Short-term Mid-term Long-term
3. ______________________________________________________________________________
Goal Length Type: Short-term Mid-term Long-term
My Financial Goals are:
1. ______________________________________________________________________________
Goal Length Type: Short-term Mid-term Long-term
2. ______________________________________________________________________________
Goal Length Type: Short-term Mid-term Long-term
3. ______________________________________________________________________________
Goal Length Type: Short-term Mid-term Long-term
Note: Short-term = 1-4 weeks, Mid-term = 2-12 months, Long-term = 1 year or longer
Prioritize Your Goals
Goal #1: ___________________________________________________________________
What I can be doing right now to work towards this goal:
________________________________________________________________________________________
________________________________________________________________________________________
The resources I need to achieve this goal are: When do I need to achieve this goal by: _________
_______________________________________________________________________________________
_______________________________________________________________________________________
Goal #2 : ___________________________________________________________________
What I can be doing right now to work towards this goal:
_______________________________________________________________________________________
_______________________________________________________________________________________
The resources I need to achieve this goal are: When do I need to achieve this goal by: _________
_______________________________________________________________________________________
_______________________________________________________________________________________
Goal #3: ___________________________________________________________________
What I can be doing right now to work towards this goal:
_______________________________________________________________________________________
_______________________________________________________________________________________
The resources I need to achieve this goal are: When do I need to achieve this goal by: _________
_______________________________________________________________________________________
_______________________________________________________________________________________
Where does your money come from?
Income
Budget
Actual
Difference
Job #1
$
$
Job #2
$
$
Financial Aid
$
$
Other
$
$
Total monthly income
$
$
Where does your money go?
Expenses
Budget
Actual
Difference
Fixed regular expenses
Rent
$
$
Car insurance
$
$
Car Payment
$
$
Job #1
$
$
Fixed irregular expense
Food
$
$
Utilities
$
$
Savings
$
$
Transportation
$
$
Bus Fare
$
$
Gas and maintenance
$
$
Cell Phone
$
$
Repairs
$
$
Other
$
$
Medical Expenses
$
$
Clothing
$
$
Entertainment
$
$
Household Items
$
$
Personal Items
$
$
Tuition
$
$
School Expenses
$
$
Total Monthly Expenses
$
$
Total Monthly income Total monthly Expenses = Budget: $_______ Actual: $_______ Diff: _____
Goal #1: Required Budget: ________________ Action to be take: ______________________________
Goal # 2: Required Budget: ________________ Action to be take: ______________________________
Goal #3: Required Budget: ________________ Action to be take: ______________________________
Monthly discretionary: ________ Required monthly action: ________ Remaining budget: _______
Goals can be met: Yes No Goals need to be revised: Yes No