1. Financial Goals Template This template will help participants clearly define their financial goals, whether for personal or business purposes. Financial Goals Template Goal Type Specific Goal Target Amount Timeframe Priority (1-5) Current Status Action Steps Short-Term Goal e.g., Pay off credit debt $5,000 6 months 5 $2,000 – Pay $500/month Medium-Term Goal e.g., Save … Continue reading SayPro Develop templates, financial forecasting tools, and worksheets that participants can use during and after the event to develop their financial strategies