Personal Finance Goals Worksheet. When it comes to personal financial goals many can be long term. A well-defined financial goal is.
When it comes to personal financial goals many can be long term. Personal Finance Menu Toggle. For more information on SMART goal setting click here.
Specific - what you want to achieve.
02012020 Short-term goals position you to complete mid-term goals which position you to accomplish long-term goals. The worksheet above is very simple to use. Creating a personal financial plan has six basic steps. WORKSHEET 1 - PERSONAL FINANCIAL GOALS WORKSHEET Short-Term Goals less than 1 year GOAL High 12312021 20746 Pay off USAA Loan High 9152020 165222 Medium 12312023 23940 Purchase a major item Low NA NA Low NA NA Other short-term goals specify NA NA NA High 8312021 1237338 Save funds for college for an older child NA.