Get Clear on Financial Values, Goals, and Supportive Habits

If budgeting is a plan for your income and expenses, you want to create a budget that aligns with your values and goals in life. When you align the way you spend your time, energy, and money, you create a powerful practice for helping you design the life you want to live. Why? Because our world is filled with so many temptations and opportunities to spend our money and time, that said, if we are clear on these things, we become more able to say 'yes' to things that serve us and 'no' to things that do not. Consider making time and get clear on these values, goals, and habits so you can create a realistic, sustainable and motivating plan for success as you design the life you want to live.

Consider walking through this worksheet to learn more and get clear on your own financial values, goals, and supportive habits.

Additional Resources

Read all about goal setting with OSU's Academic Success Center; consider doing some of their activities!
Fillable PDF worksheet from CFPB on Setting a SMART savings.
Pp. 24-37 YOUR MONEY, YOUR GOALS: A financial empowerment toolkit (consumerfinance.gov)

Back to the home page.