CFEE Guidebook

39 BUILDING FINANCIAL CAPABILITY THROUGH FINANCIAL COACHING Financial Goals Action Steps Target Date Date Completed Open a savings account 1. 2. 3. ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ Complete a personal or household budget 1. 2. 3. ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ Save $_________monthly 1. 2. 3. ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ Save for three . consecutive months 1. 2. 3. ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ Pay down debt of . $_________ each month 1. 2. 3. ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ Meet with credit counselor to resolve specific issues 1. 2. 3. ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ Improve credit score by _________ points 1. 2. 3. ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ Start building credit 1. 2. 3. ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ Dates of Coaching Sessions 1 2 3 4 5 ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___ ___ /___ /___