Name the Goal

Financial Requirement (Amount) for This Goal

Time Frame for Accomplishing Goal

Importance (1= Highest, 5 = Lowest)

Immediate Goals:

Live in a better apartment

                           

                           

                           

Establish an emergency cash fund

                           

                           

                           

Pay off credit-card debt

                           

                           

                           

Other

                           

                           

                           

Intermediate Goals:

Obtain adequate health, life, disability, liability, property insurance

                           

                            ...

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