Financial goals worksheet for high school students

• Short-term goals:

Write three goals you want to achieve in the next six months

• Long-term goals:

Write 2 big financial goals you have for the future, like(saving for college, buying a car, etc)

• Budget management

• Your income sources:

• Expenses

• Areas where you can cut your expenses

• Identify 2 ways to save money to meet your settled goals as a high school student

• Steps you can take to achieve your goals

References:

• Goedhart MH, Spronk J. Financial planning with fractional goals. European Journal of Operational Research. 1995;82(1):111-124

You can download more Mental Health worksheets here.

Please note: There may be a more up-to-date and editable version of this worksheet available here which may be more suitable to present to clients if you are a therapist or to use in a classroom as a teacher or guidance counselor.