Personal Financial Planning Financial Plan Project
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ExcelWorksheet1.3PFPPrioritizingGoals.xlsxPFP 1.3 Goals
| Excel Worksheet 1.3 Personal Financial Planner: Prioritizing Goals | |||||||||
| Directions: Use this worksheet to identify and prioritize your financial goals. For each goal, identify its importance to you and your family by marking an X in the appropriate box (high priority = 1, medium priority = 2, and low priority = 3). Add additional goals if needed. In the space provided, fill in a ballpark estimate of the cost of each of your medium- and high-priority goals. | |||||||||
| Short Term Goals | Priority (1=High) | Cost Estimate | Long Term Goals | Priority (1=High) | Cost Estimate | ||||
| 1 | 2 | 3 | 1 | 2 | 3 | ||||
| Vacation | Reduce debt | ||||||||
| New car | Change jobs | ||||||||
| House repair | College fund | ||||||||
| Car repair | Remodel house | ||||||||
| Eat out more often | Buy new house | ||||||||
| Hire housecleaner | Go back to school | ||||||||
| Catch up on bills | Save for retirement | ||||||||
| Contribute to an IRA | Leave large inheritance | ||||||||
| Buy life insurance | Create estate plan | ||||||||
| Other_____________ | Other_____________ | ||||||||
| Other_____________ | Other_____________ | ||||||||
| Other_____________ | Other_____________ | ||||||||
| TOTAL COST | $__________ | TOTAL COST | $_____________ | ||||||
