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Visualizing a savings goal


Students create a savings progress chart to help them illustrate a savings plan, manage their savings process, and help them reach their financial goals.

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?


  • 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.

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Teacher guide


Student materials


Note: Please remember to consider your students’ accommodations and special needs to ensure that all students are able to participate in a meaningful way.

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