2000 words REFLECTION PAPER OVERVIEW based on worksheets and assignment that already have been done & letter of last instruction

WORKSHEET 2—Financial Objectives Worksheet

The generic objectives provided are typical for people of all ages and are geared to assist you with your goal setting. Please rank the objectives on the following scale.

0 – Not applicable at this time 3 – Important 1 – Not important 4 – Very important 2 – Somewhat important 5 – Crucial

Financial/Personal Objectives 0 1 2 3 4 5 Becoming more financially knowlegdeble Improving record keeping methods Finding a life partner Starting a family Aquiring additional home furnishings Reducing revolving debt Increasing savings Reducing taxes Paying off student loans Evaluating insurance needs Increasing insurance protection Advancing in current career Changing careers Increasing investment diversification Increasing investment return Starting a small business Planning for children’s education costs Saving to return to college Purchasing a vehicle Saving for the down payment on a home Purchasing a home Caring for parents Investing an inheritance Saving for retirement Retiring early Traveling extensively in retirement Giving to charity Transferring estate assets Other:

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