Money goals checklist

What’s inside?

The road to achieving financial goals involves a solid plan.

This free planning template aims to help students manage their money throughout the calendar year by setting monthly milestones that contribute to a larger financial goal. Download the resource and share with students or use it in your conversations.

What is covered?

The template encourages students to think about:

  • A financial resolution for the year
  • Mini money goals they can achieve each month
  • Tracking their spending and progress

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Get your copy of the PDF that summarises what we do, which you can share with colleagues.

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