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Financial Stability
Financial Security
Financial Satisfaction
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Measurement of Money Management

Desired Outcome II: Financial Security

Performance Goal: Ability to meet future needs.
Indicators: (examples include)


Secured regular income
Began saving on a regular basis or increased regular saving
Identified and/or reduced money leaks in spending
Determined retirement and/or future income needs and how to meet them
Understood legal liability and protections regarding the use of credit and debit cards
Reviewed and/or updated pension, annuity and other retirement plans
Established or revised investment goals
Compared financial institutions deposit alternatives
Set up comprehensive system for keeping and storing financial records
Discussed financial matters with other family members
Recognized how changes in the economy influence people's economic status
Used electronic technology in making financial transactions
Recognized tax consequences of financial decisions
Developed adequate plan for taking care of dependents in case of death or disability





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