Budget Goals Worksheet
By
HappierTherapy
Author bio
The Happier Therapy editorial team is made up of Masters and PhD counselling psychologists. Each worksheet is created by a team member with exposure to and experience in the subject matter. The worksheet then gets reviewed by a more senior editorial member. This is someone with extensive knowledge of the subject matter and highly cited published material.
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What are the theories behind this Budget Goals Worksheet?
Budget goals refer to a successful plan of action for specific, measurable, and achievable targets for yourself. The purpose is to allocate funds, and steps to keep in mind to meet short-term and long-term goals.
The theories behind this worksheet align with the principles of financial education, behavior economics, and practical skill development, and the relevant therapies include:
- Financial Counseling – helps people to build financial skills and overall financial health.
- Cognitive behavioral therapy (CBT) – to address money-related attitudes and behaviors.
- Goal setting – makes CBT productive by highlighting the possibility of change, making challenging problems appear more manageable, and increasing the hope to overcome them.
How will this worksheet help you?
This worksheet aims to make a budgeting plan to follow and make conscious financial decisions about money to achieve goals.
- To set specific, measurable, and achievable financial goals.
- To take steps to achieve the goals.
- Stay motivated throughout the process.
How should you use this worksheet?
This worksheet should be used to set and achieve the most effective budget goals to promote financial well-being and health.
