Setting and achieving financial goals module
Welcome to the setting and achieving financial goals module
In this module:
- Setting and achieving financial goals overview You are here
- Financial goals and their purpose
- Protecting your financial well-being
- Setting your financial goals
- Using a budget to achieve goals
- Check your learning
When completing the modules:
- take your time, move at your own pace and take regular breaks;
- sit in a quiet place; and,
- write down any questions you may have and bring them with you to your in person counselling session.
Although the modules are presented in a certain order, it is important to remember that everyone is different, so your BIA Insolvency Counsellor can adjust your counselling to suit your needs. This may include changing the order of the online modules.
Setting and achieving financial goals overview
You should now be getting close to the end of your insolvency (unless your BIA Insolvency Counsellor has customized your counselling and rearranged the order of the online modules to better suit your needs). The modules in the planning for the future stage are meant to prepare you for post-insolvency success. They will provide you with tools to help you stay on track.
Your financial goals serve as a guide to help you define your path and keep you on it.
Setting financial goals will help you take control of your future! This step is an important component of financial success.
The aim of this module is to learn the fundamental skill of setting financial goals and the information needed for achieving them. During this module you will choose a few financial goals to take to your in-person counselling session. You will work with your counsellor to come up with a plan to achieve these post-insolvency goals. Your counsellor will help you to make sure that your financial goals align with your budget.
If you have questions, write them down and bring them to your in-person counselling session.