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personal finance 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

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personal finance 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. Financial Goal Short-Term Goals 1. 2. 3. Medium-Term Goals 1. N 2. Goals Personal Financial Plan 3. Personal Financial Goals Dollar Amount to Accomplish $0 $0 Priority (Low, Medium, High) End Date $0 Long-Term Goals 1. 2. 3. $0 Decisions 1. Describe your strategies for reaching your goals. Be specific and address short, medium, and long-term goals

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