In This Step:
  Overview - Step 2
  Setting Financial Goals
  Achieving Short-Term Goals
  Determining Long-Term Goals
  Worksheet
  Learning Milestone

Client Promotion Area



 
 

Setting Financial Goals-Learning Milestone

1. One of the keys to achieving your financial goals is to write them down and make them as specific as possible.
True
False

2. Investing in a stock mutual fund may be an appropriate investment vehicle to help you reach your long-term goals.
True
False

 
 

 


Page 6 of 6: Setting Financial Goals

 
 
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