EEC2329fw-Mod_05-CP_Worksheet-Setting_a_Financial_Goal.docx
Parent Education and Support
Module 05 Course Project Worksheet
Setting a Family Financial Goal
Your Name: Your Chosen Family's Name:
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Family's Financial Goal Item
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Details for your Family
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Identify one long-term financial goal for your family
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Break down the family's financial goal into a short-term goal and a medium-term goal:
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· Short-term goal:
· Medium-term goal:
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Costs (how much to save each day/week/month etc.)
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What resources and/or educational materials are needed to reach goal?
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Other steps needed to reach goal:
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Legitimate issues that may arise:
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Page 1 Confidential & Proprietary
Rasmussen, 2009
Lovemaine
