APPENDIX 1

Financial Goals Worksheet

Date

Goal

Target date to achieve goal

PriorityA = CriticalB = NeedC = Want

Current savings toward goal

Additional savings needed per week or month

Goals for the short term (6 months to 5 years)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mid-term objectives

 

5 to 10 years

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Long-term objectives (greater than 10 years)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Source: https://secure02.principal.com/publicvsupply/GetFile?fm=MD1433A&ty=VOP&EXT=.VOP

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