Question
Need an example of how to do the following: Fill out Worksheet 1.1 Summary of Personal Financial Goals, with goals reflecting your current situation and
Need an example of how to do the following: 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. These goals using the SMART goal elements. Use the link to research building SMART goals .Your goals should focus on areas such a revenue building (Example: Starting a business) , skills/knowledge building (Example: Complete BS degree), and financial planning such as creating a monthly budget or starting a IRA retirement fund. This is the worksheet: Worksheet 1.1 Summary of Personal Financial Goals Set financial goals carefully and realistically, because they form the basis for your personal financial plans. Each goal should be clearly defined and have a priority, time frame, and cost estimate. Examples are given in the worksheet. You may replace examples by writing over.
Personal Financial Goals Name(s): Date: 9/1/2020 Short-Term Goals (1 year or less) Goal Priority Target Date Cost Estimate 1 2 3 4 5 6
Intermediate-Term Goals (2 to 5 years) Goal Priority Target Date Cost Estimate 1 2 3
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