Goal Templates

Goal setting templates and sample action plans.

Financial & Wealth Goals

An old saying goes, “If you don’t know where you’re going, you might end up somewhere else and not even know it.” Goal setting is central to financial decision making. Your financial goals are the basis for planning, implementing, and measuring the progress of your spending, saving, and investing activities. These templates can be adopted and converted directly into active goals and tasks for you to use in the program.

Save $10,000 to Create an Emergency Fund

According to a 2011 survey by the National Foundation for Credit Counseling, 64% of Americans don’t have enough cash on-hand to handle a $1,000 emergency. If you don’t have money put away for emergencies, you’re walking a financial tightrope. Building an emergency fund is one of the most important ways to protect yourself against financial disaster. Use this template to start your own emergency fund saving goal.

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Pay Off $10,000 Debt

Are you drowning in debt? Is it tough to come up with the money to pay your bills every month? Does getting out of debt seem absolutely impossible? Don’t stress, because it can be done! Use this template to get out of debt faster. Simply replace credit card #1, #2, #3 with any debts you have to pay off.

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Create $500 monthly passive income

To achieve financial independence, we don’t want to trade time for money, for ever. Instead, we want to invest our time upfront creating valuable products and experiences. We work hard now to continually reap the benefits later. Adopt this template to get started on your passive income building goal.

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Save for my children's college education

A college education is a personal growth tool to open doors for many other positive experiences in life. It is said that having a college education improves the quality of life. When the quality of your life is improved, it makes you happier and content. Use this template to give your children a bright and prosperous future.

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Double my income in one year

Many people would love to double their salary but feel it is almost impossible. There are practical actions you can take to dramatically increase your income. Use this template to get a few ideas and further customize it to make your income dream come true.

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