Financial Goal Setting Resources

It’s that time of year! Here are some resources and tools to help you intentionally plan and create healthy, mindful, financial goals.

Creating Financial Goals

Use this one-page worksheet to help you create S-M-A-R-T goals. Using this framework you’ll be able to better define and achieve your financial goals!

Emergency Fund

Consider reviewing and potentially increasing your Emergency fund as a financial goal this year. Check out this article to learn more about an Emergency Fund: what it is and why it matters.