12
Becoming Money $mart
Before you create a fi nancial plan, you should consider your values.
1. On the table that follows, list 10 values that are very important to you. State
how each value will infl uence you in earning, saving, or spending money.
Values Influence
2. As part of a fi nancial plan, you need to set your short-term and long-term goals. List 10 short-term
goals that you would like to achieve. (Remember to consider your values when setting goals.)
State actions you will take to achieve the goals and include the amount of money you may need.
Short-Term Goals Actions and Money Needed
Give
It a
Go
Values, Wants, and Needs