Do you ever feel like your goals are too big, complicated, and overwhelming? Same. This worksheet takes your financial goals for the year and breaks them down into 12 manageable monthly steps. Plus, you can set milestones along the way to track your progress.
It’s important to build great money management habits along the way to your financial goals. This worksheet will help you create sustainable habits, without the overwhelm.
Step 1 – List out your financial vision for this year.
Step 2 – Break down the steps to reach this goal into micro-monthly tasks.
Step 3 -Track your progress quarterly. Don’t forget to celebrate these milestones!
Number of Pages: 1
Size: Full Page 8.5×11
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*This product is intended for personal use only. Please do not distribute or alter.
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