If so, discuss what they are. Determine two or three values that have High priorities for you as a couple. Goals are the things you want or wish to accomplish - your dreams. Below is a brief overview of the goal setting process. For more in-depth information refer to the fact sheet in this series called Starting Your Financial Plan .
Goals are important because they give direction and purpose to our use of time, money, and energy.
Goals result from our values and are linked to lifestyle expectations. They may be short or long term. They are key for successful planning because they provide a guide for our actions. Partners need to make decisions on which goals, or priorities, they want to work towards as a family. Write down your goals, be specific, and identify how much money needs to be saved and by what date.