Goals & Action Plan
Sample Community Church · Atlanta, GA
Your goals
Emergency fund (1 month expenses) · Saving
Target: $1,500 by 2026-02-28
$520 of $1,500 (35%)
Pay off store credit card · Debt
Target: $1,200 by 2026-05-31
$400 of $1,200 (33%)
Christmas & holiday fund · Saving
Target: $600 by 2025-12-15
$180 of $600 (30%)
First retirement contribution milestone · Investing
Target: $1,000 by 2026-06-30
$0 of $1,000 (0%)
Add a goal
Task checklist
- Automate $50/paycheck to savings
- Call card issuer about a lower APR
- Compare two term life insurance quotes
- Enroll in employer retirement match
- Complete the Credit module in Learning Library