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WORKSHEET 1 - PERSONAL FINANCIAL GOALS WORKSHEET within which you would like to accomplish them. The listing beliow is In addoion, priontize your goals and
WORKSHEET PERSONAL FINANCIAL GOALS WORKSHEET within which you would like to accomplish them. The listing beliow is In addoion, priontize your goals and ideraty a specific Sme frame nor meant to be ali inclusive, but merely to provide a framework within which ShortTerm Goals less than year DESIRED ACHIEVEMENT PRIORITY LEVEL low high ANTICIPATED COST GOAL Accumulate emergency funds equal to months' living expenses Pay off outstanding bills Pay off outstanding credit cards Purchase adequate property, health, disability, and liability insurance Purchase a major item Finance a vacation or some other entertainment item Other shortterm goals specify IntermediateTerm Goals to years Save funds for college for an older child Save for a major home improvement Save for a down payment on a house Pay off outstanding major debt Finance very large items weddings Purchase a vacation home or timeshare unit Finance a major vacation overseas Other intermediateterm goals specify LongTerm Goals greater than years Save funds for college for a young child Purchase a second home for retirement Create a retirement fund large enough to supplement your pension so that you can live at your current standard Take care of your parents after they retire Start your own business Other longterm goals specity
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