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For Your Convenience
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Now it is time to list your goals and set target dates to achieve them.
Determine what your most critical goals are and list them in order of importance.
Estimate the time frame needed to achieve your goals as well as the cost.
Your goals can vary from a new home or vehicle to your child's education expense or to providing
care for your parents. Whether it is child-care costs or funding your dream vacation, list what you
consider to be your financial goals.
| Goal |
Up To 3 Years |
46 Years |
7+ Years |
| Time |
$ Needed |
Time |
$ Needed |
Time |
$ Needed |
SAMPLE GOAL: Child's education expenses |
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12 yrs. |
$80,000 |
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