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 12 months

1. $
2. $
3. $
4. $
5. $
The Total of short-term goals = $
Divide by number of months = $ required per month for short term goals.


Medium-term goals: up to 12 months

1. $
2. $
3. $
4. $
5. $
The Total of short-term goals = $
Divide by number of months = $ required per month for short term goals.


Long-term goals: up to 12 months

1. $
2. $
3. $
4. $
5. $
The Total of short-term goals = $
Divide by number of months = $ required per month for short term goals.




Long, medium and short TOTALS = $ (into savings account).