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Quantifying Your Goals Work Sheet

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Once you have determined your goals, identify how much time and money you will need to reach each goal. Allow for inflation which has been rising 2 percent to 3 percent annually during the past decade.
Quantifying Your Goals
Goal 3 Years Or Less 4–6 Years 7 Years Or More
Time $ Needed Time $ Needed Time $ Needed
Example:
Create an emergency fund of 3–6 months of basic living expenses.		 3 $12,000        
Example:
Save for the down payment on the purchase of a home.		     5 $25,000    
             
             
             
             
             
             
             
             
             
             
             
             
             
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Updated Thursday, August 13, 2009
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