Students create a savings progress chart to help them illustrate a savings plan, manage their savings process, and help them reach their financial goals.
Save and invest (Saving for long-term goals, Saving for short-term goals)
CTE (Career and technical education), Fine arts and performing arts
Middle school (6-8)
45-60 minutes
Big idea
Having a savings plan can lead to habits and choices that help you reach your financial and personal goals.
Essential questions
- What are some types of financial goals?
- How can a progress chart help you reach your financial goals?
Objectives
- Understand the difference between short-term and long-term goals
- Create a savings progress report for personal financial goals
What students will do
- Explore the differences between short-term and long-term goals.
- Make a list of personal short- and long-term goals.
- Create a savings chart to help them track their progress toward a financial goal they set.
Download activity
Teacher guide
cfpb_building_block_activities_visualizing-savings-goal_guide.pdf
Student materials
cfpb_building_block_activities_visualizing-savings-goal_worksheet.pdf
Note: Please remember to consider your students’ accommodations and special needs to ensure that all students are able to participate in a meaningful way.
