Money helps you to achieve the things you want to do in life. That's why the first step to getting sorted is to work out your goals – where you want to be financially and what your priorities are.
Take some quiet time, when you are not under pressure, to set your goals.
Be specific, realistic and write your goals down. Your goals could be to get out of debt, save for an emergency fund, pay off your mortgage faster, or simply to have some money left at the end of the week.
Make your goals easy to remember. Ideally, the whole thing should be simple enough to carry around in your head.
Setting goals is easy with our My Goals worksheet.
Use it to write down your short, medium and long-term financial goals, then save them to My Plan to review later.
The worksheet will also help you work out your financial priorities and set actions to achieve your goals.
In this section, you'll also find information on:
You can order or download a printed summary of this section in our Sorted booklet ”Set your goals - The first step to managing your money better”.
Each six months or year - on a specific date written in a diary or calendar - review how you've done. When you achieve a goal, celebrate. Then set yourself a new goal.