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Setting Personal and Family Goals

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Tyler Squire
Economy & FinanceBusiness
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Personal Finance: Another Perspective ,[object Object],[object Object],[object Object]
Learning Objectives ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Role Financial Planning (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Role Financial Planning (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Role Financial Planning (continued) ,[object Object],[object Object]
Questions? ,[object Object]
[object Object],[object Object],[object Object],[object Object]
Step 1: Decide What You Want ,[object Object],[object Object],[object Object],[object Object],[object Object]
Step 2: Evaluate Your Financial Health ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 3: Define your Personal and Financial Goals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 4: Develop a Plan of Action ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A Plan of Action (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 5: Implement Your Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 6: Revise Your Plan as Necessary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Your Personal Financial Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
C. Understand What you Want to Accomplish in Life ,[object Object]
Personal Goals ,[object Object],[object Object]
Personal Goals (continued) ,[object Object],[object Object]
D. Understand and apply the Principles of Effective Goal Setting ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Setting “Real” Goals (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Setting “Real” Goals (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Setting “Real” Goals (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Setting “Real” Goals (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Setting “Real” Goals (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Principles of Goals (continued) ,[object Object],[object Object],[object Object],[object Object]
SMART Goals (continued) ,[object Object],[object Object],[object Object]
Principles of Goals (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Setting “Real” Goals (continued) ,[object Object],[object Object],[object Object],[object Object]
Setting “Real” Goals (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Setting “Real” Goals (continued) ,[object Object],[object Object],[object Object]
Questions ,[object Object]

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Setting Personal and Family Goals

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Editor's Notes

  1. solvency - The state of having enough funds to pay all of one's debts; the state of being solvent