Setting Financial Goals
The first step in your investing journey is to set clear goals for your future. Do you want to save for a child’s college education? To buy a home? Or are you looking long-term for a comfortable and secure retirement?
Regardless of how ambitious the goal may seem, write it down in the table below. Attaching a date by which you aim to accomplish each of your goals will help you establish priorities and set realistic timelines.
|YOUR FINANCIAL GOALS
List your goals in order of priority
|I want to invest and save for:||Date I’d like to reach that goal:|
Next, learn about how saving and budgeting can help prepare you: