Setting Financial Goals - Securities Commission of The Bahamas

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.

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: