EmailMe Form - generation2080 Quarter 4 Worksheet

Name *

First Last

Email *

Phone *

### - ### - ####

Who is your CRM case manager? *

This is a good time to look at the goals you've accomplished in generation2080. Note below a couple of goals you've accomplished. *

You'll need the Consumer Finance Bureau's Goal-Setting Guide to work on your goals. The form is available from your caseworker and at the CRM 2080 resource website.
Did you find it? *

https://static1.squarespace.com/static/5e3733e2de800740744316b2/t/615e16bc3d1cdc35ea29a835/1633556157225/cfpb_your-money-your-goals_SMART-goals_tool_2018-11.pdf

Use this link for the SMART goal-setting form.

Let's work on two goals.
(1) Work on one short-term goal that can be accomplished in 12 months or less. Examples are reducing collection debt; completing a home ownership program; refinancing auto debt to save money.
(2) Work on one medium term goal that can be accomplished in 1 - 3 years. An example is building a savings program for homeownership. *

Note your short-term and your medium-term goals above. Complete page 3 of the CFPB form for each, making sure they are Specific, Measurable, Achievable, Relevant and Time-Bound.

Goal #1: How important is this to you?
How will you keep track of your progress? *

Goal #2: How important is this to you?
How will you keep track of your progress? *

QUIZ QUESTION:
Write below which of the following is most likely to be successful for building wealth: A) a specific goal with dates and steps; or B) a "do your best" goal?
Why? *

ACTION Steps:
What action steps did you and your case manager agree to? *

Deciding how to track your progress with the goals you wrote down and doing it are good steps.

NEXT STEPS:
When is the next time I meet with my case manager for generation2080 discussion? *

I know that I need to save every two weeks as part of the generation2080 program. I may be withdrawn from the program if I go longer than 3 months without saving. *

I know that I have to complete the video, worksheet and meet my case manager to receive my savings account match. *