Financial goals worksheet for high school students

What is the theory behind this worksheet?

Financial goal-setting refers to a successful plan of action for specific, measurable, and achievable targets for yourself. 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 

  • Organize their (students’) finances.
  • To set specific, measurable, and realistic saving goals.
  • Make informed financial decisions.

How should you use this worksheet?

This worksheet can be used to provide practical insight into their money management. It aims to empower students with the knowledge and skills needed to make informed financial decisions.

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