Set your goals

Statistics show that people who write down their goals are 80% more likely to achieve them.

We created the “Goals Template” (available via the link below) to put your goals front and centre in your mind and help you stay on track.

We encourage you to print it out, fill it in and keep it somewhere that you’ll see it every day – on your bathroom mirror, fridge or even as your phone screensaver! You’ll find the weekly living expenses and emergency buffer amount in the “Know Your Numbers” tool, your total savings goals in the “Savings Goal Tracker” tool and we’ll be working on your lifestyle goals in Session 2, so this is where you can write down any other goals you may already be planning (e.g. a holiday, new bike or course you want to study).

It’s a well-known fact that what you focus on is what you get, so constantly reminding yourself of your goals will reinforce this in your mind and help you to make decisions when you have those tricky money situations to solve!

Ask yourself – “Will this purchase get me closer to my goals?”

We’ll also be using these figures in Session 2 so be sure to keep them handy.

Goals Template

Well done!

We’re looking forward to hearing about your progress and seeing you at Session 2 to discuss the next steps in taking control of your financial future and investing in your future self.