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Financial Goal Setting
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Financial Goal Setting
📚 Part 1: Multiple Choice
1. Which best describes a financial goal?
Something you buy today
A plan to save or spend money for a specific purpose
A monthly bill you must pay
2. Which of the following is the most SMART financial goal?
Save some money for a holiday someday
Save $500 for a school camp in 6 months
I want more savings
3. Which SMART element answers the question: "How will I know I’ve reached it?"
Specific
Measurable
Achievable
4. Check all actions that will help you reach a savings goal:
Create a weekly budget
Spend impulsively when you feel like it
Set a timeline with target dates
Ignore tracking progress
✏️ Part 2: Short Answers & Action Plan
5. Write one personal financial goal using the prompt below (be specific):
I want to save $________ for __________________ by ____/____/______ (DD/MM/YYYY).
6. Choose the goal term that best fits your date above:
Short-term (under 6 months)
Medium-term (6–12 months)
Long-term (over 12 months)
7. List three clear steps you will take to reach this goal (e.g., save $X each week, cut a cost):
8. Name one likely challenge and one way you could overcome it:
Challenge: __________________________
Solution: ___________________________
9. Quick calculation: If your goal is $________ and your deadline is ______ months, how much would you need to save approximately per week? Show your working.
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