Finance Homework Completion
WORKSHEET 20—Your Personal Financial Goals Worksheet
| Goals | Priority Level (0–5) | Target Date or Time Horizon | Current Total Cost | Future Anticipated Total Cost | Rate of Return* | Required Savings (Annual if multi-year) |
| Short-Term Goals (less than 1 year) | ||||||
| Intermediate-Term Goals (1 to 10 years) | ||||||
| Long-Term Goals (More than 10 years) | ||||||
* The rate of return for a debt reduction goal would be the interest rate of the term loan or revolving credit line.
