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  2. Set financial goals based on your values. For example, if family is a top value, your goals might include planning a family vacation or putting money into an educational fund for your grandchild.

  3. 5 Ways To Plan For Short- and Long-Term Financial Goals - AOL

    www.aol.com/finance/5-ways-plan-short-long...

    If that’s a concern for you, here’s a suggested path to follow. First, build an emergency fund of at least $1,000. As financial personality Dave Ramsey explains it, this will cover small but ...

  4. Rachel Cruze: 6 Steps for Setting Your Long-Term and Short ...

    www.aol.com/rachel-cruze-6-steps-setting...

    To set both short-term and long-term financial goals, Ricardo Pina, finance expert and founder of The Modest Wallet, said you first need to identify your priorities. “Start by asking yourself ...

  5. Personal finance - Wikipedia

    en.wikipedia.org/wiki/Personal_finance

    Goal setting: Multiple goals are expected, including short- and long-term goals. For example, a long-term goal would be to "retire at age 65 with a personal net worth of $1,000,000", while a short-term goal would be to "save up for a new computer in the next month." Setting financial goals helps to direct financial planning by determining the ...

  6. Personal budget - Wikipedia

    en.wikipedia.org/wiki/Personal_budget

    In the most basic form of creating a personal budget the person needs to calculate their net income, track their spending over a set period of time, set goals based on the information previously gathered, make a plan to achieve these goals, and adjust their spending based on the plan. [3] There exist many methods of budgeting to help people do ...

  7. Business plan - Wikipedia

    en.wikipedia.org/wiki/Business_plan

    v. t. e. A business plan is a formal written document containing the goals of a business, the methods for attaining those goals, and the time-frame for the achievement of the goals. It also describes the nature of the business, background information on the organization, the organization's financial projections, and the strategies it intends to ...