| | 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) |
| | GOAL | | PRIORITY LEVEL | | DESIRED ACHIEVEMENT DATE | | ANTICIPATED 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 (specify) |
frankcozy
worksheet_01_personal_financial_goals.xls
