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Setting your Financial Goals

Write down your financial goals and your definition of wealth. Periodically refer to your goals.

Now, write your own strategies for building wealth. Keep in mind the following:

  • Educate yourself about money.
  • Establish financial goals.
  • Create a budget.
  • Save each month, using automatic deduction.
  • Take advantage of compound interest.
  • Take advantage of tax-deferred investments.
  • Research and learn about the best investments for you based on your financial goals, time horizon and tolerance for risk.
  • Control debt.

Start budgeting, saving and investing today. Every day counts in building wealth.


Used with permission and adapted from the website of The Federal Reserve Bank of Dallas

Copyright 2002. All rights reserved.


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For more information or to discuss financial concerns please contact Partners Employee Assistance Program at 1-866-724-4EAP.

In case of emergency, please call 911 or your local hospital emergency service.

This content was last modified on: 07/22/2008

Partners EAP is not a service for the general public.

In case of emergency, please call 911 or your local hospital emergency service.

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