Milestone One: Short-Term Personal Financial Goals
WORKSHEET 2—Financial Objectives Worksheet
The generic objectives provided are typical for people of all ages and are geared to assist you with your goal setting. Please rank the objectives on the following scale.
0 – Not applicable at this time 3 – Important
1 – Not important 4 – Very important
2 – Somewhat important 5 – Crucial
| Financial/Personal Objectives | 0 | 1 | 2 | 3 | 4 | 5 |
| Becoming more financially knowledgeable | ||||||
| Improving record-keeping methods | ||||||
| Finding a life partner | ||||||
| Starting a family | ||||||
| Acquiring additional home furnishings | ||||||
| Reducing revolving debt | ||||||
| Increasing savings | ||||||
| Reducing taxes | ||||||
| Paying off student loans | ||||||
| Evaluating insurance needs | ||||||
| Increasing insurance protection | ||||||
| Advancing in current career | ||||||
| Changing careers | ||||||
| Increasing investment diversification | ||||||
| Increasing investment return | ||||||
| Starting a small business | ||||||
| Planning for children’s education costs | ||||||
| Saving to return to college | ||||||
| Purchasing a vehicle | ||||||
| Saving for the down payment on a home | ||||||
| Purchasing a home | ||||||
| Caring for parents | ||||||
| Investing an inheritance | ||||||
| Saving for retirement | ||||||
| Retiring early | ||||||
| Traveling extensively in retirement | ||||||
| Giving to charity | ||||||
| Transferring estate assets | ||||||
| Other: | ||||||
