Meeting Your Financial Needs
There are many factors that contribute to achieving your financial aspirations, but income and workplace benefits likely will be your primary source. Analyzing how your career and financial goals intersect can clarify changes necessary to secure your financial future or reinvent yourself professionally.
Your financial needs depend on how you define your own financial well-being. As with anything in life, your financial needs can change over time. As you complete the activities in this section, you may want to think in terms of both current and future financial needs.
What Are Your Financial Goals?
If you haven’t set any financial goals for yourself yet or if you need to revisit your goals, start with SAM’s Money Basics: Spending and Saving course.
SAM’s Budget Worksheet helps clarify your current income and expenses, giving you the foundation to run scenarios for how raising your income or reducing unnecessary spending could change your financial picture. You may find that a few small tweaks in your spending could make monumental gains toward your financial goals.
Rank Your Income