3. What’s Next for Your Personal Financial Plan?

Assess your current progress toward achieving various savings goals. Evaluate existing and new savings goals.

Plan actions to expand the amount you are saving toward various savings goals.

Using Savings Plans to Achieve Financial Goals Purpose: Monitor savings to assist in reaching financial goals.
Financial Planning Activities: Record savings plan information along with the amount of your balance or income on a periodic basis. This sheet is also available in an Excel spreadsheet format in Connect Finance.
Suggested Websites: www.savingsbonds.gov, www.fdic.gov

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Regular savings account Acct. no. Financial institution Address Phone Website Certificate of deposit Acct no. Financial institution Address Phone Website Money market fund/acct. Acct. no. Financial institution Address Savings goal/Amount needed/Date needed Savings goal: Balance: Date Date Date Date $ Date $ Savings goal/Amount needed/Date needed Savings goal: Balance: Date $ Date Date Date Date Savings goal/Amount needed/Date needed Savings goal: Balance: Date $ Date $ Date $ Date $ Datel $ Phone Website U.S. savings bonds Purchase location Address Savings goal/Amount needed/Date needed Purchase date: Maturity date: Amount: Purchase date: Maturity date: Amount: Phone Website Other savings Acct no. Financial institution Savings goal/Amount needed/Date needed Initial deposit: Balance: Date Date