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Review the Balance Sheet, Cash Flow Statement, and Personal Budget you completed in Step 1 of your PFP (Personal Financial Plan). Identify two or three

Review the Balance Sheet, Cash Flow Statement, and Personal Budget you completed in Step 1 of your PFP (Personal Financial Plan). Identify two or three areas you would most like to improve or change. Create both short term goals (within 12-months) and longer term goals (more than 12-months) that will serve as a road map to help you achieve those goals.

Using the SMART approach. Are your goals:

  • Specific...
  • Measurable...
  • Attainable...
  • Realistic...
  • Time-based?

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