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Quantifying Your Goals Work Sheet

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Once you have determined your goals, identify how much money and the time you will need to reach them. Include an allowance for inflation which has been rising at an annual rate of 2% to 3% over the past decade.
———  Please Print For Your Convenience  ———
Financial Goals
Goal 3 Years Or Less 4 To 6 Years 7 Years Or More
Time $ Needed Time $ Needed Time $ Needed
SAMPLE GOAL:
Fully fund an emergency fund		 3 $12,000        
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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Updated Wednesday, June 13, 2007
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