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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