Align: Set Financial Goals That Fit You
Build a financial plan that makes sense and supports your future.
Financial goals work best when they fit your life. This section helps you decide what really matters, set goals you can reach, and build confidence in managing your finances.
CashCourse Resources
Module: Achieving Goals
Learn how to research and set realistic goals.
Worksheet: Future Financial Aspirations
Evaluate how a variety of financial goals fit into your future plans.
Worksheets: Calculating Emergency Funds
Determine the amount of cash you need to save for an effective emergency fund.
Why this matters
Financial wellness is not about perfection. It's about making informed choices that support your academic, personal, and professional goals.
Additional Resources and Support
University Resources
- Banzai: Take Charge Cats has partnered with Hughes Federal Credit Union to provide clear, in-depth lessons about financial topics that will help you achieve your goals.
Other Resources
- Core Values Assessment: Identify the core values that guide your decisions, behavior, and priorities in life.
- SMART Goals: Watch this short video to learn what makes a goal SMART and how to set goals you can achieve.
Consumer Financial Protection Bureau's Setting SMART Goals worksheet