Mentor Program

Goal and Action Steps Work Sheet 

03-29-2019 13:54

You've heard the saying, "A goal without a plan is just a dream," but we don't want your goal of becoming a CFP® professional to be just a dream – we want to help you make it a reality. With this in mind we've created the Goal and Action Steps work sheet to help you put your goals to paper and make a strategic plan to get certified.  After you complete this work sheet, we encourage you to share and discuss your goals with your mentor as a framework for your mentoring relationship.  This way your mentor will know your goals, time commitment to the program, and how they can best support you on your journey to certification.

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