A short-term record-keeping goal might be to write to an appropriate agency by the end of this week to obtain a copy of an important document. To make the goal more specific, indicate the name of the document (such as your birth certificate), the agency you will contact, and the dates when you’ll start and complete the task.
A short-term household inventory goal might be to videotape or photograph your household property this month. To make this goal more specific and measurable, list the rooms you will photograph and the dates you will complete each one. During the following month, use the Household Inventory Interactive Form (available in rtf format) to record the description, brand, serial number, purchase date, and price or estimated current value of major household items.
Download the Short-Term Goal Setting Worksheet (available in pdf format) to see how you can use it to plan for a short-term financial goal.
Next: Intermediate-Term Goals >>
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Lesson Contents
I. Introduction
II. How to Get Organized
III. Organize Important Papers
- a. Which Papers to Keep
- b. Where to Keep Papers
- c. How Long to Keep Papers
- d. When to Update Papers
- e. How to Replace Papers
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a. SMART Goal Setting Techniques
- a.1. Short-Term Goals
- a.2. Intermediate-Term Goals
- a.3. Long-Term Goals
- b. Write and Visualize Your Goals
Organize Your Important Household Papers belongs to a series called Legally Secure Your Financial Future. The series also includes information to help you communicate with others and begin preparing your estate plan.