1. Using Worksheet 3.1, record your goals, the dates by which you hope to achieve those goals, and the financial instruments you will use to achieve them. Keep Worksheet 3.1 on file and use it as a roadmap for selecting the appropriate financial instruments to reach your goals. (LO 3-2)

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Goals/Financial Life Stages Itinerary Dependant Life Stage Institution Gool Date Savings Accounts Certificates of Deposit Independant Life Stage Institution Goal Date Savings Accounts Electronic Banking/Bill Payment Services Student Loans Individual Retirement Accounts Certificates of Deposit Auto Loans Credit Cards Early Family Life Stage Institution Goal Date Savings Accounts Certificates of Deposit Electronic Banking/Bill Payment Services Student Loans Auto Loans Individual Retirement Accounts Credit Cards 529 Plan 401(k) Plan Mortgage Loans Home Equity Line of Credit Investments