m
WORKING TOGETHER
Setting goals
What's included:
§ Reentry Tool: Setting goals worksheet
What to do:
All goals take time and commitment to reach. Work with your client to:
§ Brainstorm and write a list of goals, identifying as short or long-term.
§ Turn these goals into SMART goals.
§ Create an action plan. Some goals may require a few steps, others may require
more steps but the steps should be very specic.
§ Identify the resources needed to achieve the goals.
What to say:
"Writing down goals is helpful. You will also need to develop a plan. This tool will help
you set SMART goals (Specic, Measurable, Able to be reached, Relevant, and Time
bound) and dene the steps required to achieve them. These goals may be short term
or long term.
For example, if your goal is to nd an apartment to live in, your SMART goal could be
to rent an apartment near public transportation within 3 months at a cost of $750 per
month."
Steps to reach goal Resources needed Deadline
1. I will look at apartment
listings every day
Apartment listing
websites
9/2/2016
2. I will check my credit
report for errors
Website for free credit
report
9/15/2016
To access a dynamic and llable version of this tool, visit: www.consumernance.gov/
practitioner-resources/your-money-your-goals/companion-guides.
9
REENTRY TOOL
Setting goals worksheet
This tool will help you set SMART goals (Specic, Measurable, Able to be
reached, Relevant, and Time bound). Write down two short-term and two long-
term goals. Then write the steps and resources you'll need to reach these goals.
Short-term goal 1:
Steps Resources needed Deadline Completed
1.
2.
3.
4.
5.
Short-term goal 2:
Steps Resources needed Deadline Completed
1.
2.
3.
4.
5.
This tool is included in the Consumer Financial Protection Bureau’s Your Money, Your Goals: Focus on Reentry companion
guide. The CFPB has prepared this material as a resource for the public. This material is provided for educational and
information purposes only. It is not a replacement for the guidance or advice of an accountant, certied nancial advisor,
attorney or otherwise qualied professional. The CFPB is not responsible for the advice or actions of the individuals
or entities from which you received the CFPB educational materials. The CFPB’s educational efforts are limited to the
materials that CFPB has prepared.
This tool may ask you to provide sensitive information. The CFPB does not collect this information and is not responsible for
how your information may be used if you provide it to others. The CFPB recommends that you do not include names, account
numbers, or other sensitive information and that users follow their organization’s policies regarding personal information.
Long-term goal 1:
Steps Resources needed Deadline Completed
1.
2.
3.
4.
5.
Long-term goal 2:
Steps Resources needed Deadline Completed
1.
2.
3.
4.
5.
