Goal Planning

Goal Planning

Goal setting involves the development of an action plan designed to guide a person or group toward a financial goal. Goal setting can be guided by goal-setting criteria (or rules). Goal setting is a major component of financial planning and achieving short term financial need.

What Can We Plan


Saving for a new car?

Whether you’ve got your eye on the hot new model or just need to get from A to B, get there with our planning tool.


Is a new home on the horizon?

Building a big down payment can take time and careful calculation. Start planning now for the home of your dreams.


Thinking about Vacation?

It’s never too early to go for vacations. Start planning for your first major vacation or for your next vacation.


Other Savings Goals

Travel, gifts, engagements, anniversaries or anything you have your eye on.

Home Improvement: Set aside cash for repairs or renovations.

Family Spending: Make sure you have enough for gifts and shopping.