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[PDF File]FINANCIAL PLANNING AND GOAL SETTING - …
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STEP 1: IDENTIFY YOur FINANCIAL GOALS 3 List your life goals that will require financial resources beyond what you will be able to provide from your current income. For example, if your goal is a new home, you may list “new home down payment” as your goal. Next, set the target date by when you would like to achieve the goal.
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[PDF File]FINANCIAL PLANNING QUESTIONNAIRE - Fee-Only
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FINANCIAL PLANNING QUESTIONNAIRE Personal and Confidential Client: Date: The following questionnaire is a very important tool in the financial planning process. The more we are able to know about your current financial situation and your future financial goals, the more valuable the financial plan will be to you. Please complete this
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[PDF File]Values, Goals, and Financial Decisions
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Setting financial goals is a lot like planning a vacation on an online travel planning Web site, such as Expedia or mapquest.com. Financial goals provide a “destination” for the future which can then be used to develop an itinerary (e.g., a savings plan) to get there.
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[PDF File]A planning checklist: Your total financial picture (PDF)
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individual goals and needs are met. This checklist is designed to get you thinking about the entire range of your financial needs — not just your investments — so that you can participate in building a plan for financial security. You Investments Estate plans Retirement plans Insurance Debt management Assistance to loved ones Asset allocation
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[PDF File]Worksheet: Goal Setting & Financial Planning
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List Your Financial Goals Make a list of your primary short-, mid-, and long-term financial goals, the approximate date when you hope to achieve them, how much you have saved already, approximately how much you’ll need, and where your savings are. This list …
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[PDF File]Goal Setting Worksheet - Stage of Life
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Goal Setting Worksheet. Product of Stage of Life™ www.stageoflife.com Stage of Life Goal Setting ... inclusive list to approaching your own goals. This is a simple tool, and remember that you are the guide to your own life. Take control and enjoy it! ... Financial Goals How is your debt? In what areas should you conserve cash and in which can ...
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[PDF File]My Financial Goals - Money Smart CBI
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FDIC Money Smart Money Matters – Study Aid for Adults . Page . 1. of . 1. My Financial Goals . If you would like, print this study aid for future reference. List your main financial goals , include both short -term (1-3 years) and long -term (3-5 years),
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Set Smart Financial Goals
Set Smart Financial Goals List two of your financial goals you hope to achieve. Be sure that they are Specific, Measurable, Achievable, Rewarding, and Trackable (SMART). These are my goals as of this date: Example: I will set up an emergency savings account of $500 within six months. 1. 2. . Needs vs. wants How you distinguish between everyday ...
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[PDF File]Achieving Financial Goals - FSFCS52
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List your financial goals on page 3. Determine whether they are short, intermediate or long term. On page 4, write goal statements for each of these. Calculate the amount to be saved monthly using the “Saving to Reach Your Goal” information on page 2. Then total the monthly sav ings needed to reach all your financial goals.
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[PDF File]Your financial goal planner - TIAA
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Your financial goal planner A roadmap for planning your financial journey. ... Wherever you are on your financial journey, you can ask a TIAA financial consultant to help you set goals, choose investments, review progress—and much more. 800-842-2252 Weekdays, 8 a.m. to 10 p.m. (ET) Saturdays, 9 …
examples of financial goals

List of financial goals