This document provides a worksheet to help users set financial goals by having them write down a goal, how much money is still needed to achieve that goal, the timeframe to achieve it, and how much to save each month. It then advises that if all goals cannot be funded, to prioritize the most urgent or important ones and once a goal is met, to begin saving for the next most important financial goals.

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.