WORKSHEET 1 - PERSONAL FINANCIAL GOALS WORKSHEET Make sure your goals are realistic and stated in specific, measurable t

[answerhappygod]

Worksheet 1 Personal Financial Goals Worksheet Make Sure Your Goals Are Realistic And Stated In Specific Measurable T 1 (63.07 KiB) Viewed 90 times

WORKSHEET 1 - PERSONAL FINANCIAL GOALS WORKSHEET Make sure your goals are realistic and stated in specific, measurable terms. In addition, prioritize your goals and identify a specific time frame within which you would like to accomplish them. The listing below is not meant to be all-inclusive, but merely to provide a framework within which goals can be formalized. Short-Term Goals (less than 1 year) DESIRED ACHIEVEMENT ANTICIPATED GOAL PRIORITY LEVEL DATE COST Accumulate emergency funds equal to 3 months' living expenses Pay off outstanding bills Pay off outstanding credit cards Purchase adequate property, health, disability, and liability insurance Purchase a major item Finance a vacation or some other entertainment item Other short-term goals (specify) Intermediate-Term Goals (1 to 10 years) Save funds for college for an older child Save for a major home improvement Save for a down payment on a house Pay off outstanding major debt Finance very large items (weddings) Purchase a vacation home or time-share unit Finance a major vacation (overseas) Other intermediate-term goals (specify) Long-Term Goals (greater than 10 years) Save funds for college for a young child Purchase a second home for retirement Create a retirement fund large enough to supplement your pension so that you can live at your current standard Take care of your parents after they retire Start your own business other long-term goals (specity)