Financial Goal Setting Workshop

★★★★★ (156 reviews)
$59.99 $89.99 33% off
Duration: 4 Weeks
Level: All Levels
Downloadable Resources: 10
Certificate Included

Create achievable financial goals with our structured workshop approach and accountability system. This intensive 4-week program helps you define, plan, and implement meaningful financial objectives with ongoing support.

Course Overview

The Financial Goal Setting Workshop is an intensive, action-oriented program designed to transform vague financial aspirations into concrete, achievable goals with clear implementation plans. Over 4 weeks, you'll not only identify meaningful financial objectives but develop the systems, habits, and mindset needed to achieve them.

Unlike theoretical courses, this workshop emphasizes practical application with structured exercises, real-time feedback, and accountability measures. You'll leave with a comprehensive financial goals blueprint and the ongoing support to ensure your success.

What You'll Learn

  • Identify truly meaningful financial goals that align with your values and life vision
  • Transform vague financial aspirations into specific, measurable objectives
  • Develop realistic timelines based on your financial circumstances
  • Create detailed implementation plans for each goal
  • Build effective tracking systems to monitor progress
  • Establish accountability mechanisms to maintain motivation
  • Identify and overcome psychological barriers to goal achievement
  • Adjust goals appropriately when circumstances change
  • Celebrate milestones effectively to maintain momentum

Course Benefits

Financial Goal Workbook

Comprehensive workbook with exercises and templates for goal planning

Goal Tracking System

Digital and printable tracking tools customized to your specific goals

Accountability Partnership

Get paired with an accountability partner for ongoing motivation

Post-Workshop Check-Ins

Three months of bi-weekly progress check-ins after workshop completion

Who Is This Course For?

  • Individuals who have struggled to set or achieve meaningful financial goals
  • People who have a general idea of what they want financially but need help creating an actionable plan
  • Those who set goals but consistently fall short of achieving them
  • Anyone at a financial transition point (new job, marriage, family changes, retirement planning)
  • People who want to align their financial activities with their deeper values and life vision
  • Those seeking structure and accountability in their financial planning process

Workshop Curriculum

Module 1: Vision and Values Clarification

Week 1 • 3 Sessions
  • Financial Life Vision Exploration
  • Values-Based Goal Identification
  • Workshop: Creating Your Financial Purpose Statement

Module 2: Goal Definition and Clarification

Week 1-2 • 4 Sessions
  • Transforming Aspirations into SMART Financial Goals
  • Categorizing Goals: Short, Medium, and Long-Term
  • Prioritization Frameworks for Multiple Goals
  • Workshop: Creating Your Goal Hierarchy

Module 3: Implementation Planning

Week 2-3 • 5 Sessions
  • Resource Assessment for Goal Achievement
  • Realistic Timeline Development
  • Building Milestone Maps for Major Goals
  • Identifying Potential Obstacles and Solutions
  • Workshop: Creating Your Implementation Blueprint

Module 4: Tracking and Accountability Systems

Week 3 • 3 Sessions
  • Designing Your Personal Goal Tracking System
  • Accountability Mechanisms That Actually Work
  • Workshop: Setting Up Your Goal Achievement Infrastructure

Module 5: Psychological Success Factors

Week 4 • 3 Sessions
  • Overcoming Mental Barriers to Financial Goal Achievement
  • Habit Formation for Financial Success
  • Workshop: Building Your Psychological Resilience Plan

Module 6: Integration and Forward Planning

Week 4 • 2 Sessions
  • Integrating Goals Into Your Broader Financial Plan
  • Final Workshop: Your 12-Month Goal Achievement Roadmap

Meet Your Facilitators

Dr. Kwame Nkrumah

Lead Financial Educator, Ph.D. in Economics

Dr. Nkrumah specializes in goal-setting psychology and financial behavior change. His research on goal achievement factors has been implemented in financial education programs across Africa. He brings a unique blend of academic knowledge and practical experience in helping individuals translate financial aspirations into achievable goals.

Akosua Danso

Financial Goal Specialist and Life Coach

Akosua has guided over 500 clients through financial goal-setting processes, with an impressive 78% achievement rate among her clients. Her background in behavioral psychology and financial planning gives her a unique perspective on what makes financial goals stick. She specializes in helping people align their financial plans with their deeper life values.

Workshop Reviews

4.9
★★★★★
Based on 156 reviews
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Patricia Annan

Verified Purchase
★★★★★
July 15, 2023

This workshop completely transformed how I approach financial planning. Before, my goals were vague hopes like "save more money" or "pay off debt someday." Now, I have specific, measurable objectives with detailed implementation plans. The accountability partnership has been invaluable—having someone check in on my progress every week has kept me on track. In just two months, I've made more financial progress than in the previous two years!

M

Michael Osei

Verified Purchase
★★★★★
June 28, 2023

As a small business owner, I've always had financial goals, but they were rarely achieved because they weren't integrated into my daily operations. This workshop provided practical frameworks that helped me break down my large financial aspirations into manageable daily and weekly actions. The psychological aspects were particularly enlightening—understanding my own mental barriers to goal achievement has made a huge difference. Worth every cedi!

G

Grace Quansah

Verified Purchase
★★★★☆
May 12, 2023

The workshop content is excellent and has genuinely helped me make progress on financial goals I've struggled with for years. The facilitators are knowledgeable and supportive, and the workbook is a resource I'll continue to use. My only suggestion would be to extend the workshop by a week or two to allow more time for implementation before moving on to new concepts. Overall, a great investment in my financial future.