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Setting Financial Goals And Calculating How Much Money Is Needed

Your Financial Goals Worksheet

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The following worksheet will help you prioritize your goals. When you are finished, click on importance, timeframe, or cost to sort your goals by that factor. You can save this worksheet in your notebook and/or print it out.

Goal

Importance

Timeframe

Cost

To help identify your goals, read the suggestions above. Note that we include blank spaces to enter goals not listed here.

Once you identify your goals, number them in order or priority, with #1 being top priority. For example, if you have 3 goals, number them 1 - 3. 

Insert the number of months you estimate will be needed to accomplish each goal.

Enter in whole dollars the amount you need to accomplish your goal.

Increase Assets

 

 

$

Protect Income

 

 

$

Savings For Retirement / Disability

 

 

$

Fund An Emergency+Fund

 

 

$

Buy  A Home

 

 

$

Buy _____________________

 

 

$

Buy _____________________

 

 

$

Travel to _________________

 

 

$

Travel to _________________

 

 

$

Pay off  Debt

 

 

$

Make Home Improvements

 

 

$

Save For Education

 

 

$

Start  A Business

 

 

$

Provide Money  For Heirs

 

 

$

 

 

 

$

 


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