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 Intermediate-Term Goals ( 2 to 5 years) Goal Priority Target Date Cost Estimate Long-Term Goals ( 6+ years) Goal Priority Target Date cost Estimate