Goals & Tools

In Goals & Tools, participants will learn how to develop short, intermediate, and long-term goals, as well as understand and utilize tools to attain their goals, such as banking and budgeting. 

Learning Objectives

Setting Financial Goals

Understand the importance of setting and prioritizing goals and apply the SMART Goals framework.

Creating A Budget

Understand the importance of creating and maintaining a budget, and the interplay and expenses within a budget.

Money Management

Understand different tools and methods to manage your money.
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