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GOALS WORKSHEET
Write a goal that you want How much money do you still      How many months from now do     This is how much you should
       to achieve.           need to reach this goal?        you want this goal achieved?   save each month for this goal.




If you can't fund all of your goals, then decide which goals to prioritize.
Focus on saving toward your most urgent or important goals.
When you meet a goal, start saving toward your next important goals.

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Goals Worksheet

  • 1. GOALS WORKSHEET Write a goal that you want How much money do you still How many months from now do This is how much you should to achieve. need to reach this goal? you want this goal achieved? save each month for this goal. If you can't fund all of your goals, then decide which goals to prioritize. Focus on saving toward your most urgent or important goals. When you meet a goal, start saving toward your next important goals.