Worksheet 1.xls - WORKSHEET 1 PERSONAL FINANCIAL GOALS WORKSHEET Make sure your goals are realistic and stated in specific measurable terms In addition

Worksheet 1.xls - WORKSHEET 1 PERSONAL FINANCIAL GOALS...

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WORKSHEET 1 - PERSONAL FINANCIAL GOALS WORKSHEET Short-Term Goals (less than 1 year) GOAL Primary 1 year Pay off outstanding bills Primary 1 year $3,900 Pay off outstanding credit cards Primary 6 months $1,300 Primary immediately $250/month Purchase a major item Secondary Secondary Other short-term goals (specify) Intermediate-Term Goals (1 to 10 years) Save funds for college for an older child Primary 10 years $100,000 Save for a major home improvement Secondary Save for a down payment on a house Primary 3 years Pay off outstanding major debt Primary 5 years $26,425 Finance very large items (weddings) Secodary 8 years Secondary 10 years Finance a major vacation (overseas) Secondary Other intermediate-term goals (specify) Long-Term Goals (greater than 10 years) Save funds for college for a young child Primary 15 years $110,000 Purchase a second home for retirement Secondary Primary 35 years Take care of your parents after they retire

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