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Financial Goal Setting Worksheets. 0000974207 00000 n
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Understanding the difference between a dream and a goal ⦠Three essential keys to setting goals: Be specific âdefine what you want to achieve and when. 0000919609 00000 n
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Here are six steps to setting financial goals. 0000494180 00000 n
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Hopes and dreams can be turned into goals 25 . Tool: Setting SMART goals29 . 0000505838 00000 n
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How to Set Financial Goals. 0000020600 00000 n
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Set your goals Goal #1: Goal #2: Goal #3: Total cost of each goal Current funds available Time needed to achieve each goal Monthly contribution to achieve goal Funding source for monthly contribution Method for saving/investing for goal Expected interest rate/rate of return There could be risks that might keep you from reaching your goals. 0000511382 00000 n
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��飹������I0ELZt�\q�V���돓7-�#8UخV��ں������S�+K@IaR:F�� Use the âFinancial Goals Work Sheetâ on the following page to list your financial goals. Characteristics of Goals. Amount Needed â Estimate the amount needed for each goal using todayâs dollars. 0000475670 00000 n
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Financial Goals 0000485730 00000 n
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The Ërst step in planning for your Ënancial future is setting Ënancial goals. 0000020930 00000 n
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Financial Goal-Setting Worksheet Mid-Term Goals (2-10 years) Amount Needed When # of Months to save $ per Month to meet goal Long-Term Goals (Over 10 years) Amount Needed When # of Months to save $ per Month to meet goal Short-Term Goals (0-24 month) Amount Needed When Needed # of Months to save $ per Month to meet goal. 0000986690 00000 n
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