Use the Setting Financial Goals worksheet to help establish and prioritize your financial goals.

Short Term (1-4 weeks)

Goal:____________________________________________________________________

Objective
Estimated Cost
Target Date
Weekly Amount
____________
$___________
____________
$___________
____________
$___________
____________
$___________
____________
$___________
____________
$___________
Total
$___________
$___________


Medium Term (2-12 months)

Goal:____________________________________________________________________

Objective
Estimated Cost
Target Date
Weekly Amount
____________
$___________
____________
$___________
____________
$___________
____________
$___________
____________
$___________
____________
$___________
Total
$___________
$___________

Long-Term (more than 1 year)

Goal:____________________________________________________________________

Objective
Estimated Cost
Target Date
Weekly Amount
____________
$___________
____________
$___________
____________
$___________
____________
$___________
____________
$___________
____________
$___________
Total
$___________
$___________