Personal financial goals worksheet example
[PDF File]Creating a Personal Financial Plan
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worksheet on the following page, add to, amend or re-record those goals for incorporation into your personal financial plan. Be sure to prioritize your financial goals in order of their importance to assist you later in the planning process. Once you have set your goals, refer to your target date and the duration of your goals’ costs to
[PDF File]Financial Goals Worksheet
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Goals (1-5 years) Long-term Goals (over 5 years) Financial Goals Worksheet Your financial goals are specific things you want to do with your money within a certain time period. Short-term goals are accomplished under 1 year, mid-term goals are accomplished within 1 to 5 years and long-term goals generally take over 5 years to achieve.
[PDF File]FINANCIAL PLANNING AND GOAL SETTING
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Current Assets — Identify any assets on your “Personal Financial Statement” on page 4 you are willing to commit to your goals. Then, indicate how much you would like to allocate to each of your goals. Example: If you have $10,000 saved in a money market account, you may decide to al-locate half of it to the down payment. In this case, you ...
[PDF File]Financial Goal Setting Worksheet
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The ˜rst step in planning for your ˜nancial future is setting ˜nancial goals. Use this worksheet to help you map out your ˜nancial future – no matter what you are trying to achieve. Brainstorm: Start the process by thinking about the ˜nancial goals you want to achieve in 1, 5 and 10 years. Set Your Goals: Pick your top goals and enter ...
[PDF File]Personal Financial Workbook
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The Personal Financial Workbook is a tool that you can use to organize your finances and gain an understanding of how you are spending your money. By using the worksheets you’ll be able to paint a clear picture of your financial situation and make better decisions for the future. We recommend that you photocopy worksheets
[PDF File]Worksheet: Goal Setting & Financial Planning
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Worksheet: Goal Setting & Financial Planning When you make a financial plan, you identify the financial goals that are important to you, your best estimate of what they will cost, your time frame for achieving them and the types of investments that may be the most appropriate for accumulating the money you need. Short-term goals:
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