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The foundation of a successful financial plan is an understanding of where you want to be financially in both the short and long run. These goals give focus and direction and help guide your actions through good and bad times. The Moneysmartz Financial Goal Setting guide provides links to tools and worksheets to help you quickly and easily set financial goals. If you plan to manage your finances on your own or work with a financial professional, then a review of financial goal setting basics will help lay the groundwork for financial success.
Most financial planning experts recommend determining your short-term, medium-term, and long-term goals. The following resources offer tips and tools to get started:Armed with you goals you can either do-it-yourself or work with a financial professional. The Moneysmartz Financial Planning Guide reviews the next steps in the financial planning process and offers links to financial experts.

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  • About Frugal Living - Financial goals worksheet from About Frugal Living.  Editor Pick
    http://frugalliving.about.com/od/frugalliving101/ht/Financial_Goals.htm  View Profile
  • Financial Goals - Information about setting financial goals from About Financial Planning.  Editor Pick
    http://financialplan.about.com/cs/personalfinance/a/FinancialGoals.htm  View Profile
  • Financial Planning and Goal Setting - Introduction to financial goal setting from The USAA Educational Foundation.  Editor Pick
    https://www.usaaedfoundation.org/FinancialPlanning/financialplanning_511_financial_planning_and_goal_setting  View Profile
  • Introduction to Financial Goals - The first step in the path to achieving financial health is learning what really drives you when it comes to money and how money can help you achieve your dreams in life.  Editor Pick
    http://www.msmoney.com/mm/financial_health/financial_goals/financialgoals_intro.htm  View Profile
  • The Prioritizer - This calculator by CNNMoney.com helps you rank a series of goals or options which are most attractive to you.  Editor Pick
    http://cgi.money.cnn.com/tools/prioritize/prioritize_101.jsp  View Profile
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