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  • Assessing How You Manage Money

Money Basics

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Assessing How You Manage Money

Setting goals

Goal setting is an important part of success, whether you're aspiring to reach objectives in school, your career, or your personal life. Aim too high, and you may get frustrated and give up; aim too low, and you might not push yourself to reach your full potential.

computer screen showing chart 

Think about your financial goals and how you plan to reach them.

  • What do you want your financial picture to look like in one year? In five years? In 10 years?

  • Do you want to buy a car or house, start a business, or pay off debt?

  • What do you need to change to reach your goals?

  • How can you make the best use of your money?

Don't worry. You may not have all the answers now. The lessons in this course can help you clearly define your financial goals and help you take steps to achieve them.

To help you get started, use our Goals Worksheet.

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