Examples of long term financial goals
[DOC File]28100 Develop a plan to achieve a long-term personal ...
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Short Term Goals(1-4 weeks) Establish a business checking account $0 10/1/2010 Schedule a meeting with a financial advisor $0 10/15/2010 Mid Term Goals(2-12 months) Set up a retirement account $1,200 11/1/2010 $100 Send flyers to parents offering a referral discount (twice a year) $400 11/15/2010 $33 Long Term Goals(more than one year) Home ...
[DOC File]www.firstchildrensfinance.org
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STUDENT LEARNING PLAN. Lesson 1-2: Goals. LEARNING OUTCOMESIn this lesson you will set financial goals that are specific, measurable, attainable, relevant, and time-bound.Along the way you will:Discuss how personal goals can be achieved through money goals.Explain how to write an effective financial goal.Discuss how to prioritize actions while working to achieve several goals at the same …
[DOC File]Narrative & Servicing Plan
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Business financial goals are developed to respond to what three main financial needs? What is a creditor? What is principal? ... What are some examples of long-term assets? What is depreciation? What are liabilities? What is an example of a current liability?
[DOCX File]Lesson 1-2: Goals - High School Financial Planning Program
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Long-Term Goals. The financial objectives of Northwind Traders are to be operating at or close to break-even cash flow by the end of the first year, with steady growth over the next five years. We aim to be profitable from Year One onward; our goal is to earn at least $304,000 posttax profit in Year Two and nearly $496,000 in Year Three.
[DOC File]Chapter 1 - Word
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Examples Fiscal Accountability Follows fiscal guidelines, regulations, principles, and standards when committing fiscal resources or processing financial transactions. Examples Organizational & Political Savvy Uses knowledge of the organizational and political climate to solve problems and accomplish goals.
[DOC File]Sample Business Plan
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SHORT & LONG TERM GOALS: His short-term goals include maintaining his herd of bulls and concentrating on the repayment of his present debt. His long-term goals include taking over the family farm operation (approximately 800 acres) in 5-6 years. He would like to rent some additional farmland in the meantime if the opportunity arises.
Examples of Essential Long-Term Financial Goals | Good Life
Purchasing a home and retiring are two common long-term goals.
[DOCX File]Establish Financial Goals - Clark College
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Review refers to – frequency of review, comparing budget with actual receipts and payments, changing circumstances and/or goals or priorities. Long-term personal financial goal(s) could be – car paid off by age 25, mortgage free by age 50, build a house by age 45, tertiary study.
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