1. Can you think of a financial goal you have at this moment? Is this a
long-term or a short-term goal?
2. Describe how you plan to achieve this financial goal.
3. In what ways could you do better when it comes to managing your
1. What was Dave's biggest lesson when it came to managing money and
1. How do you want your financial future to look?
Key Components of Financial Planning
Assess your financial situation. Know your income, assets (what you have that
counts as money) and liabilities (things that count against you like loans on a