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Planning Your Financial Future: Setting Goals and Building a Strategy

In this activity, students will explore their financial aspirations by defining their goals and creating actionable plans to achieve them. They will learn the difference between goals and plans, the importance of saving, and how to attain financial security. This engaging worksheet activity aims to foster a proactive mindset towards money management. Participants will have the opportunity to share their plans with the class, reflecting on challenges faced in goal-setting. By the end, students will have a clearer understanding of their financial journey.

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Planning Your Financial Future: Setting Goals and Building a Strategy

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  1. Your Financial FutureLevel 1 UK Edition September 2011

  2. Activity 1: What Do You Plan to Do with Your Money? • A goal is something that you want to make happen in the future. • A plan is a series of steps that tell you how to reach a goal. • Saving is putting your money away for safekeeping. • Security is what you have when your mind is at ease, free from worry. Bank of America Merrill Lynch

  3. Activity 1: What Do You Plan to Do with Your Money? • Complete the Making Goals and Plans worksheet. This should take approximately 15 minutes. • I will ask for volunteers to read their plans to the class. Bank of America Merrill Lynch

  4. Activity 1: What Do You Plan to Do with Your Money? • Review: • What were some of your goals for the school year? • What were the challenges of creating a plan to meet your goals? ? Bank of America Merrill Lynch

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