Get Financial Values, Attitudes And Goals. Information And Worksheets To Help You Recognize Your

This guide provides step-by-step instructions on how to effectively fill out the Financial Values, Attitudes and Goals form. Understanding your financial values, attitudes, and goals is crucial for achieving financial security and making informed financial decisions.

Follow the steps to complete the financial values, attitudes, and goals form.

1. Click the ‘Get Form’ button to obtain the form and open it in your editor of choice.
2. Begin by reviewing the purpose of the form. This document is designed to help you understand your financial values and set achievable goals.
3. Start with the Financial Values Inventory section. Circle your preferences in the pairs of items to identify what you value most regarding money.
4. Total the number of times you circled each item to rank your financial values. This ranking will help you understand what’s most important to you.
5. Next, move to the Money Attitude Worksheet. Answer the 10 questions regarding your attitudes toward money by circling yes or no.
6. Count your yes responses to gauge the influence money has on your life. Reflect on the origin of your attitudes and how they align with your values.
7. Use this information to guide the goal-setting activity. Write down your short-term and long-term goals, ensuring they reflect your identified values.
8. Review your goals and prioritize them based on their importance and feasibility. Consider how to achieve each goal, including financial strategies.
9. Finally, save your changes, download, print, or share the completed form as necessary.

Start filling out your financial values, attitudes, and goals form online to take the first step towards financial clarity!