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Financial Goals

DIRECTIONS: Use this page to list your financial goals. Some of your goals will require money, such as, "Save $200 per month in my retirement plan." Others will be things to do, such as, "Review my retirement benefits" or "Set up a monthly budget."

Debt payments 
 
 
 
 
 
 
 
 
Emergency funds 
 
 
 
 
 
 
 
 
Housing 
 
 
 
 
 
 
 
 
Cars 
 
 
 
 
 
 
 
 
Purchases 
 
 
 
 
 
 
 
 
Recreation and entertainment 
 
 
 
 
 
 
 
 
Retirement 
 
 
 
 
 
 
 
 
Family gifts and/or charities 
 
 
 
 
 
 
 
 
Other 
 
 
 
 
 
 
 
 

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