There is an old saying that goes, “if you fail to plan, you plan to fail?” While a lack of a plan does not guarantee failure, having a plan can make the process of reaching goals and obligations a little bit easier. If you find that determining what your goals should be, here are 7 questions to help guide your money goals setting process.
1. What is your biggest money issue to date?
2. What do you need by age 25? 35? 55? 70?
3. Where are you now?
4. What messes need to be cleaned up?
5. What is your dream lifestyle?
6. Who is depending on you?
7. What charity would you like to support?
Here are some other categories of goals to consider:
1. What things do you want to do?
2. What do you want to acquire or have?
3. What do you want to the be able to give?
4. What do you want to create?
5.Who or what do you want to support?
6.Who or what do you want to inspire?
7.Who or what do you want to be able to defend?
8. To what cause do you want to be able to donate?
9. What charity, organization or association do you want to establish?
10. Who or what would you like to adopt?
