Financial Goal Setting | Financial Literacy | Smart Goals | Goal Setting Activities | SEL

About This Resource

**★ Topic - Financial **SEL Goal Setting | S.M.A.R.T. Goals | Financial Literacy

**★ **Financial Goal Setting Activities

**★ 21 **pages

**★ **Print and Digital versions

**★ **Suitable for Middle School and High School

**★ **Social Emotional Learning

This resource includes:

**★ 1 **Financial S.M.A.R.T. Goal *Packet *(3 pages w/ Sample Responses)

**★ 9 **Financial Goals Activity Worksheets

**★ **Detailed Sample Responses

**★ 2 **Google Slide links

**Click on Preview for FULL product description!

Help your students build smart money habits and long-term thinking with this comprehensive Financial Goals Activity Packet! Designed for middle and high school students, this resource includes a total of 10 interactive, reflection-based activities that support students in setting, planning, and working toward meaningful financial goals.

Whether you're introducing SMART goals or encouraging students to reflect on their saving and spending habits, this packet gives them the tools to connect money management with real-life priorities and values.

Financial Goals Activity Worksheet Topics:

✔️ Financial S.M.A.R.T Goal

✔️ Financial Goal Setting Anticipation Guide (2 variations)

✔️ Financial Goal Setting Self-Assessment

✔️ Planning My Financial Future

✔️ Steps to Success: Planning for My Financial Goals

✔️ Paycheck Priorities: How Will You Spend Your Money?

✔️ My Paycheck, My Plan

✔️ Saving with Purpose: My Personal Savings Goal

✔️ Money and Meaning: What Your Financial Goals Reveal About You

Benefits of Engaging in These Activities:

▶ Helps students develop real-world financial literacy skills
▶ Encourages goal-setting and long-term planning
▶ Builds self-awareness around spending and saving habits
▶ Promotes critical thinking when faced with money decisions
▶ Strengthens responsible decision-making and prioritization
▶ Teaches students how to create and stick to a budget
▶ Fosters independence and confidence in managing money
▶ Connects money habits to personal values and future goals
▶ Encourages reflection on peer pressure, impulse spending, and saving discipline
▶ Prepares students for lifelong financial wellness

✨ Features:

⭐ Supports students in making thoughtful financial goals

⭐ Print and Digital Formats
⭐ **Sample responses **included for easier modeling and no-prep instruction
⭐ Clear directions and student-friendly language
⭐ Promotes critical thinking, planning, and self-awareness

Perfect for:

**✅ **Middle & High School Students

**✅ **Personal Finance or Financial Literacy units

**✅ **College & Career Readiness classes

**✅ **SEL-based advisory or life skills programs

**✨ **Support your students in becoming confident, goal-driven decision-makers—starting with how they save and spend money!

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This resource is also included in Google Slides! Text boxes have already been created to make it easier for you and your students! Each slide includes two instruction solution tabs for when students accidentally delete text boxes and when they want to zoom in (to enlarge worksheets). It's super helpful for students who are not that familiar with how to use Google Slides or need the extra assistance.

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❌ Lesson plans are not included. This product can be used in addition to your own lesson plans and in such a way that best meets the needs of your students.

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Created by © Queen's Educational Resources | All Rights Reserved

Your purchase includes one copy to be used in a single classroom. If you are looking for multiple copies, please be sure to purchase additional licenses.

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Please feel free to email me if you have any questions!

queenseducationalresources@gmail.com