Find Your Financial Goals

Turns out, it’s harder than we think to come up with our financial goals. Our 3 part process will help you think about what really matters and get to the deeper goals you’re thinking about.

Imagine the life that you want to live and create a list of the financial goals that will get you there. These can be short-term goals and long-term goals.
Effective goals are statements of a desirable state, not the means to get there, and they are abstract.
For example, saving up a $10,000 emergency fund is a means, not a goal. The corresponding abstract goal would be feeling financially secure.

Identity and list your goals below.

Meet the Challenge: Double Your Goals

Try to add to your initial list, doubling the number of goals initially identified (click “Back” to see your previous responses). Remember, effective goals are statements of a desirable state, not the means to get there, and they are abstract.

Can you double your financial goals?

Get Inspired by Categories

Financial goals generally fit into the following categories:

• Positive emotion (gratitude, financial security, savoring small pleasures, mindfulness, feeling in control, hope and optimism)
• Engagement (finding states of flow in things like work, art, hobbies, sports, or creative projects)
• Relationships (strong ties with friends and family)
• Meaning (belonging to and serving something bigger than the self – community, family, work, religion, and social causes)
• Accomplishment (pursuit of achievement, competence, success, and mastery)
• Vitality (diet, exercise, and sleep)

After seeing these categories, add any additional goals that come to mind (click “Back” to see your previous responses).

Let’s Get to Know You

This section will help us understand the relationship between demographic factors and goals.

Where do we send your results?

Let us know where to send your goals survey results with some supporting material on how to achieve them.