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List your life
goals that will require financial
support 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
which you would like to achieve
the goal.
Finally, determine the amount
you will need.
When you complete this work sheet, you are
ready to proceed to
Step 2: Calculate Your Net Worth.
| Financial Goals Work Sheet |
| Goal |
3 Years Or Less |
4-6 Years |
7 Years Or More |
| Time |
$ Needed |
Time |
$ Needed |
Time |
$ Needed |
Example:
New home down payment |
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4 years |
$20,000 |
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Basic Money Management
Basic Money Management
Previous