Exploring Financial Literacy 8 Copyright Goodheart-Willcox Co., Inc. May not be reproduced or posted to a publicly accessible website. Values and Goals Before creating a financial plan, consider your values. Then, you can set realistic financial goals. 1. In the table that follows, list five values that are important to you. State how each value influences you in earning, saving, or spending money. Value Influence 2. Part of creating a financial plan is setting short-term and long-term goals. List five short-term goals you would like to achieve. Remember to consider your values when setting goals. State actions needed to achieve these goals and include the amount of money that may be necessary. Short-Term Goals Actions and Money Needed 3. List five long-term goals you would like to achieve. Remember to consider your values when setting goals. State actions needed to achieve these goals and include the amount of money that may be necessary. Long-Term Goals Actions and Money Needed Give It a Go Give It a Go