SET YOUR FINANCIAL GOALS WORKSHEET

List your financial goals below. This will help you prioritize what's important to you. We suggest that you print this page and keep it for your records.     Goal  Date  Amount Short-Term - next 3 years or so. Ex: down payment on house, car. 1.   / / 2.   / / 3.   / / 4.   / / Medium-Term - 3-7 years out. Ex: college education funds, second home. 1.   / / 2.   / / 3.   / / 4.   / / Long-Term - over 7 years. Ex: maintaining lifestyle in retirement. 1.   / / 2.   / / 3.   / / 4.   / /