CFO Corner Week 3: How to Set Financial Goals for 2026

Deeply Invested: Manage Money, Budget, Save, Invest, Build Wealth · Jan 22, 2026 · 9m

This week we're turning awareness into action by setting 1-3 specific financial goals for the year.

What You'll Do:

Review insights from Week 1 (spending) and Week 2 (net worth)

Choose 1-3 goals from these categories: Emergency Fund, Debt Payoff, Investing, or Savings Goal

Write down each goal with a specific number and deadline

Put goals somewhere visible to reference throughout the year

Key Takeaway: Focus beats quantity. Pick 1-3 goals max that matter to YOUR life and priorities.

Make them specific: "Save more" ❌ vs. "Save $3,000 for emergency fund" ✅

Next Week: Set up your Money Calendar…