3 2. PE RSON AL FIN AN CIAL GOALS AN D TH E LIFE CYCLE.

USE WO R SH E E T 1.1. Fill out Worksheet 1.1,

“Summary of Personal Financial Goals,” with goals reflecting your current situation and your expected life situation in 5 and 10 years. Discuss the reasons for the changes in your goals and how you’ll need to adapt your financial plans as a result. L01