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4: Make Your Plan

the word goal surrounded by cloudsMeasure and Evaluate Progress

Remember, it’s important to not only have goals, but also to measure your progress toward them. In this course, you’ve established some financial well-being goals. But along the way you’ve also explored short-, medium- and long-term activities you can work on for specific topics that contribute to financial well-being.

Here are some ideas for checking in with your progress and recognizing completion on your actions and goals.

  1. What is the first step you have to take, the second, the third, etc.? Map out what it will it look when you are finished with each step. What reward will you give yourself when you finish each milestone?
  2. How will you monitor your progress toward the overall goal or action? What evidence will you have of this progress? How will you know when you’ve succeeded?
  3. How will you boost your confidence to achieve the overall goal or action in the time period you set?
  4. What will you do if you have a setback? Will you make adjustments, and who can help you make them?
  5. Who else needs to work with you to make sure you stay on track?
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