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Use the Setting
Financial Goals worksheet to help establish and prioritize your financial goals.
Short Term
(1-4 weeks)
Goal:____________________________________________________________________
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Objective
|
Estimated
Cost
|
Target
Date
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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
|
$___________
|
|
$___________
|
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