Stay on track toward long-term money goals with the help of your future self

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  • #9187
    heather
    Keymaster

    Good afternoon,

    Now is a time when many are working to recover and rebuild from financial hardships experienced over the last few years. Research shows that people who feel a strong connection to their “future selves” are more likely to make financial decisions that benefit them in the long run.

    Our Future Self Tool is designed to help financial educators, coaches, and counselors motivate and support the people they serve toward their longer-term financial goals, using exercises that strengthen their connection to their future selves.

    Exercises included in the tool are experiential, future-oriented, and motivational. The Future Self Tool contains:

    A practitioner worksheet to help prepare before engaging with your client
    Three practical, interactive exercise options that will help your client visualize themselves in the future, as you guide them to identify and write down their long-term goals
    An action step worksheet to be completed after finishing one of the exercises to encourage your client to take a meaningful step toward their goal right away
    Learn more about when and how to use the Future Self Tool with those you serve, and then connect them with their future selves to help them stay on track to meet their financial goals. For questions, please contact me at [email protected].

    Thank you,

    Susan Kerbel, Ph.D.
    Psychologist and Behavioral Science Analyst
    Office of Financial Education
    Consumer Financial Protection Bureau

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