Question: Based on your current situation or expectations for the future, identify two financial goals, one short - term and one long - term, using the

Based on your current situation or expectations for the future, identify two
financial goals, one short-term and one long-term, using the following guidelines:
Step 1: Create realistic goals based on your life situation.
A. Short Term Goal
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
B. Long Term Goal
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
Step 2: State your goals in specific, measurable terms.
a._____________________________________________________________
_____________________________________________________________
b._____________________________________________________________
_____________________________________________________________
Step 3: Describe the time frame for accomplishing your goals.
a._____________________________________________________________
_____________________________________________________________
b._____________________________________________________________
_____________________________________________________________
Step 4: Indicate actions to be taken to achieve your goalsPart 1
Access the Creating Financial Goals document through your Brightspace, making sure to pay close
attention to instruction verbs (State, Describe, Indicate). Each section is worth two points; grading
guidelines are listed below:
Objectives Check
General
Each section has two responses or goals. /2
Responses are in clear, concise language with complete sentences. /2
Short-term goals are set within the span of one year. /2
Long-term goals are set within the range of 5-10 years. /2
Goals are expressed in SMART terms (specific, measurable, achievable,
realistic, timely)
/2
Specific
Short term goals /2
Long term goals /2
State your goals in specific, measurable terms /2
Describe your timeframe for accomplishing goals /2
Indicate actions to be taken to achieve your goals

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