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Monthly Goals Worksheet

Read the plan first


Before writing your own financial goals, it may be helpful to have an idea of what tools are available to you as a Community Bank customer. Review the rest of this toolkit to understand our recommendations, then use the worksheet below to fill in your goals for each of the next four months.


Monthly Goals Overview


 


































Monthly Goals Overview
  Goal Actual
March: Reduce Fees
April: Reduce Debt
May: Slim Spending
June: Compound Savings

Fiscal Fitness

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