Financial Goal Setting Workshop

Financial Goal Setting Workshop

GHS 200
(83 reviews)

The Financial Goal Setting Workshop helps you transform vague money dreams into concrete, achievable financial goals. This focused workshop provides you with a structured approach to identifying what you truly want to achieve financially and creating a realistic plan to get there.

What You'll Learn:

  • Identifying meaningful financial goals
  • Making goals specific, measurable, and time-bound
  • Breaking down long-term goals into manageable steps
  • Prioritizing multiple financial objectives
  • Creating action plans with clear milestones
  • Tracking progress and adjusting as needed

Workshop Includes:

  • 5 video sessions (total 2.5 hours)
  • Financial goal setting workbook
  • Goal tracking templates
  • Action plan generator
  • Certificate of completion

Suitable for: Anyone at any stage of their financial journey

Duration: Self-paced (approximately 2 weeks)

Access: Lifetime access to all materials

The Power of Purposeful Financial Planning

Most people have a general idea of what they want financially—maybe to be debt-free, own a home, or retire comfortably—but without specific, structured goals, these dreams often remain unfulfilled. The Financial Goal Setting Workshop bridges the gap between financial dreams and reality by providing a systematic approach to goal setting and achievement.

Unlike general financial advice, this workshop focuses specifically on the goal-setting process, helping you clarify what you truly want, determine what's realistic given your situation, and create a detailed roadmap to achieve your objectives. We address the Ghanaian context, including cultural expectations, economic realities, and local opportunities that impact financial goals.

Who Should Take This Workshop

  • Those who feel financially stuck or directionless
  • Individuals with multiple competing financial priorities
  • People preparing for major life transitions (education, marriage, children, retirement)
  • Anyone who sets goals but struggles to achieve them
  • Those who want to make meaningful progress in their financial life

What Makes This Workshop Different

This isn't just another workshop about the importance of setting goals—it's a structured, actionable program that guides you through the entire process, from identifying what truly matters to you financially to creating systems that keep you on track.

The workshop incorporates practical psychology and behavioral science to help you overcome common obstacles to goal achievement. We address the unique challenges that Ghanaians face when setting financial goals, including extended family obligations, cultural expectations, and economic volatility.

Workshop Outline

Session 1: Financial Vision Creation

  • Financial values clarification
  • Life vision and money alignment
  • Exercise: Personal Financial Vision Statement

Session 2: Goal Development

  • Transforming vague desires into specific goals
  • SMART goal framework for finances
  • Exercise: Financial Goal Definition Worksheet

Session 3: Goal Prioritization

  • Balancing short, medium and long-term goals
  • Managing competing financial priorities
  • Exercise: Goal Prioritization Matrix

Session 4: Action Planning

  • Breaking goals into actionable steps
  • Resource identification and allocation
  • Exercise: Goal Achievement Action Plan

Session 5: Implementation and Tracking

  • Creating accountability systems
  • Progress tracking methods
  • Adjusting goals and plans
  • Exercise: Goal Tracking System Setup

Student Reviews

Daniel A.

I've always had money dreams but never concrete plans. This workshop transformed how I think about my financial future. The workbook alone is worth the price - I refer to it constantly to stay on track.

Francisca O.

The goal prioritization exercise was eye-opening. I realized I was spreading myself too thin trying to achieve everything at once. Now I have a focused approach and I'm making real progress on my top priority - building an emergency fund.

Michael K.

Good content but I found some parts too basic. The action planning section was excellent though, and I appreciate how it addresses family obligations which is a major factor in Ghana. Would like more advanced goal strategies.

Did You Know?

Research shows that people who write down their financial goals are 42% more likely to achieve them than those who keep their goals only in their minds.

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