Goals
Personal Financial Plan
Goals
1. Evaluate your current financial situation
2. Set short-term, medium-term, and long-term goals
Analysis
1. Complete the Personal Financial Goals template below.
Personal Financial Goals
					Dollar Amount	Priority	End
Financial Goal					to Accomplish	(Low, Medium, High)	Date
Short-Term Goals
	1.
	2.
	3.
Medium-Term Goals
	1.
	2.
	3.
Long-Term Goals
	1.
	2.
	3.
Decisions
1. Describe your strategies for reaching your goals.