Access http://www.utextension.utk.edu/publications/
pbfiles/pb1454.pdf. Complete the following sections:
“Financial Goals,” “Short- Term Goals,”
“Long-Term Goals,” and “Prioritizing
Goals.” Then fill in the “Goal Worksheet,”
identifying as many goals as you feel are necessary.
Based on what you read and wrote, answer the following
questions:
- What did you learn about setting and achieving financial
goals from this reading?
- How would you prioritize your goals?
- According to the author of the accompanying material,
how are goals and values related?
- Why is goal-setting considered an essential step
in investing effectively?
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