Cashflow and Compounding

Using a financial statement to set goals

Activity goals

Before concluding this module, go back to your personal financial statement, and invest 30 minutes to complete it if you haven’t already.

Then ask yourself these questions:

  • What do I like about my statement?
  • What do I dislike about my statement?
  • What am I doing now which will improve my statement?
  • What else could I do to improve my statement?

Your answer to the last question provides your next activity goals.

Share these with your team.