personal financial planning

ExcelWorksheet1.3PFPPrioritizingGoals2.xlsx

PFP 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		x		16500	Reduce debt	x			13500
New car			x	22000	Change jobs			x
House repair		x			College fund		x		9800
Car repair			x		Remodel house	x			17000
Eat out more often	x			55000	Buy new house			x
Hire housecleaner			x		Go back to school			x
Catch up on bills			x	23000	Save for retirement	x			67111
Contribute to an IRA			x		Leave large inheritance		x		33000
Buy life insurance		x		16000	Create estate plan			x
Other: Clothiing				13400	Other_____________
Other: Gift				16000	Other_____________
Other_____________					Other_____________
TOTAL COST				161900	TOTAL COST				140411
Note
Catch up on bills includes heating, Electronic, water and sewer, cable/phone setllite