FINANCIAL PLAN 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 Financial Plan Goals 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 make informed and 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 plan and achieve the most effective financial goals that will promote financial well-being and health.
