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Matching Investment Instruments To Goals

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Refer to your list of prioritized goals on the Setting Target Dates For Personal Goals work sheet. List the name of the goal, the time needed to reach your goal, the name of the potential investment instrument and the amount you estimate needing for that investment to reach your goal. See the example below. If you are not sure which investments are appropriate for your goals or how to put a plan together that is right for you, consider seeking advice from a CERTIFIED FINANCIAL PLANNER™ (CFP) practitioner.

Example Goal Potential Investment $ Needed
1. Child's Education 529 plan $25,000
Mutual Fund $40,000
Time Needed 12 yrs. Savings Account $15,000
  Total $80,000

Goal Potential Investment $ Needed
1.      
   
Time Needed __yrs.    
  Total  

Goal Potential Investment $ Needed
2.      
   
Time Needed __yrs.    
  Total  

Goal Potential Investment $ Needed
3.      
   
Time Needed __yrs.    
  Total  

Goal Potential Investment $ Needed
4.      
   
Time Needed __yrs.    
  Total  

Goal Potential Investment $ Needed
5.      
   
Time Needed __yrs.    
  Total  

Goal Potential Investment $ Needed
6.      
   
Time Needed __yrs.    
  Total  
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Updated Thursday, October 18, 2007
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