Financial Goal-Setting Worksheet

Short-Term Goals

(0-24 month)

Financial Goal-Setting Worksheet

Amount When Needed Needed

# of Months to save

$ per Month to meet goal

Mid-Term Goals

(2-10 years)

Amount When # of Months $ per Month to

Needed Needed

to save

meet goal

Long-Term Goals

(Over 10 years)

Amount When # of Months $ per Month to

Needed Needed

to save

meet goal

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