Pursuing any goal – whether it’s getting into shape for summer or getting your wallet into better shape – starts with stating a goal and determining your why. Why do you want to get into better financial shape? It helps to determine WHY you want to have a healthier financial life and think about the big picture, whether it’s saving for something big like retirement, college or something smaller like a vacation or something for your home. Or maybe it’s getting out of debt.

What are your goals? List your goals, both short and long term and put them in a place where you can be reminded of them often. The way you think about money is everything. Don’t ignore what you can control. When you change your mindset, it’s a powerful thing. Don’t let outside factors control you and don’t depend on others. The secret to financial security is learning the things that YOU can control.


Download this goals worksheet to help you set goals and determine a plan. You can’t reach your destination if you don’t know what it is. Setting goals gives you two things:

  1. An incentive to make the necessary sacrifices
  2. Benchmarks along the way to gauge your progress


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This entry was posted on Monday, June 2nd, 2014 at 10:53 am and is filed under Tips, Wallet Wellness. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

3 Responses to “Start Small by Thinking Big”

  1. June 2nd, 2014 at 3:23 pm Jennifer Says:

    Thank You!!!

  2. June 19th, 2014 at 8:44 pm Gregorio Olague Says:

    plan, plan, and save

  3. October 9th, 2014 at 3:58 pm Livia Jones Says:

    Thank you very much.

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