How can you easily organize your priorities to help you achieve your financial, personal, career and other goals? Enjoy using this easy template developed by national financial expert, author and CEO, Jennifer Openshaw.
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Goals Template: A roadmap for the New Year
1. Getting to where you want to go.
Ask yourself...
• What are your greatest priorities this year?
• Are your goals specific, measurable and realistic?
• Can you put a target date next to each?
• Do your goals focus on your values? Examples:
• Giving back
• Advancing your children’s education or achieving financial security?
• Improving your career success and preparedness?
Jennifer Openshaw
2. 2018 Accomplishments 2019 Goals
Career ∙ Implemented digital effort saving firm $7K/year ∙ Earn promotion to director
Community ∙ Participated in town clean-up day ∙ Lead town clean-up day with record participants
Family ∙ Improved daughter’s reading by 10% ∙ Reduce kids’ TV to 30 minutes daily/increase reading
Financial ∙ Invested idle cash in CDs to maximize returns ∙ Update will with adopted daughter
∙
Personal ∙ Maintained weight and gym visits ∙ Reduce sugar intake (Saturdays only splurge)
Sample only – Limit goals to 3 in each section
3. 2018 Accomplishments 2019 Goals
Career ∙ Write here
∙ Write here
∙ Write here
Community
Family
Financial
Personal
