What are you working toward?

Your coaches explain the value of setting goals and writing them down.

3 men, representing 3 generations

CassieChances are, you’re working hard to “get ahead” … but where are you headed? What kinds of things would you like to do, have, and accomplish over the next few months or years?

LuisMost likely you have some short-term goals: let’s say, getting a promotion at work, buying new clothes, or going on a vacation trip. And you probably have a few long-term goals, too — whether it’s buying a home, starting a business, or paying for college education.

CassieTo reach your goals, it can be very helpful to write them down on paper as opposed to just thinking about them. Writing your goals can help you determine exactly what you want to accomplish, and by when. It’ll help you see what’s really important to you and where to focus your time and effort. That’s why writing down your goals is a great first step for moving your ideas from dreams to reality.

LuisAs your personal circumstances change, your short- and long-term goals may need to change as well, so look back at your list on a regular basis. If there are big changes happening in your life, consider updating your goals, too.

Life-changing events

  • Your household income changes.
  • You purchase a home.
  • You or your spouse change jobs.
  • You start or grow your family.
  • You begin caring for elders.
  • You have increased medical expenses.
  • You have other major expenses.
  • You have other major expenses.

Access a personal goal setting worksheet.

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