ACTIVITY: Setting Financials Goals
Use this worksheet to get a handle on your financial priorities. List your financials goals for the short term, medium term, and long term.
Short-term goals: up to 1 year
| 1. | $ | ||
| 2. | $ | ||
| 3. | $ | ||
| 4. | $ | ||
| 5. | $ | ||
| The Total of short-term goals = | $ |
Medium-term goals: up to 3 years
| 1. | $ | ||
| 2. | $ | ||
| 3. | $ | ||
| 4. | $ | ||
| 5. | $ | ||
| The Total of medium-term goals = | $ |
Long-term goals: up to 5 years
| 1. | $ | ||
| 2. | $ | ||
| 3. | $ | ||
| 4. | $ | ||
| 5. | $ | ||
| The Total of long-term goals = | $ |
