Goal Setting Chart

Goal: to save $50 a month

What is in my way: spending too much so I do not have the money to invest (habits I need to break)

How I will achieve my goal:

Step 1: limit restaurant meals to two times a week; buy takeout from supermarket other nights; buy cookbook and pick out one recipe a week to try

Step 2: rent one movie a week, put in briefcase when done watching it so I will return it on way to work

Step 3: limit clothing purchases to $100 a month; watch ads for sales and shop them

What I need to accomplish goal: willpower to change habits!

Timeline for accomplishing goal:

Daily: read newspaper for ads for clothing sales; shop for and/or eat dinner according to weekly plan

Weekly: rent one movie and return it the next day; make a plan for each night's dinner (restaurant, take out, cooking)

When needed: shop for clothes on sale

Monthly or long term: set up investment account, and have $50 automatically withdrawn for bank account each month

What I will get from goal: money to use for long-term goals and/or emergencies

Friendly Persuasion

Friendly Persuasion

To do this successfully you need to build a clear path of action by using tools if necessary. These tools would be facts, evidence and stories which you know they can relate to. Plus you always want to have their best interests at heart, in other words, you know what is good for them

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