Creating Your Personal Goals

Name: #REF!

1. Evaluate your current financial situation

2. Set short-term, intermediate-term, and long-term goals
3. Before finalizing your goals, use the table titled "How Much Do You Need To Save Each Month To Meet Your Goals?"
to determine if your goals are financially realistic.
4. Once you've determined your goals are realistic, finalize them. Replace "Goal 1", "Goal 2", etc. with your goals
by typing your goals over them.
5. Rank your goals. Now that you have them on the spreadsheet, put your most important goal in each category on the
first line, your second most important goal on the second line, etc. until you are finished.
6. Review your goals annually to determine if you need to revise them.

Personal Financial Goals

Short-Term Goals Dollar Amount Date to
Financial Goal to Accomplish Accomplish By
Goal 1
Goal 2
Goal 3
Goal 4
Goal 5

Intermediate-Term Goals
Goal 1
Goal 2
Goal 3
Goal 4
Goal 5

Long-Term Goals
Goal 1
Goal 2
Goal 3
Goal 4
Goal 5