Setting Goals


  • Benefits of setting goals – personal, career, and more.
  • Setting short term and long term goals
  • Why should you set a goal a little too high to reach
  • Setting SMART goals
  • Create your own Vision Board
  • How goals relate to and impact your budget and other financial tools

Donor & Sponsorship Opportunities:

  • Printing students worksheets and workbooks
  • Donate paper, colored pencils, crayons, markers, and colored pens
  • Donate funds to purchase supplies

Opportunities to help your clients and employees:

  • Offer a fee waiver, reduced interest loan rate, or other benefit for clients who complete financial workshops or coaching
  • Host a workshop at your location for new or youth account holders
  • Host a Lunch N Learn, 1/2 day, or full day workshop
  • Employee Benefits can be offered to help cover cost of financial workshops and coaching.