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  • Worksheet 02

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    Luz Ospina
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    This document provides a worksheet to help users rank their financial and personal objectives in order to assist with goal setting. It lists 26 common objectives such as becoming more financially knowledgeable, improving savings, paying off debt, planning for retirement, and gives users a scale of 0 to 5 to rate the importance of each objective.

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    This document provides a worksheet to help users rank their financial and personal objectives in order to assist with goal setting. It lists 26 common objectives such as becoming more financially knowledgeable, improving savings, paying off debt, planning for retirement, and gives users a scale of 0 to 5 to rate the importance of each objective.

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    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    1 views1 page

    Worksheet 02

    Uploaded by

    Luz Ospina
    This document provides a worksheet to help users rank their financial and personal objectives in order to assist with goal setting. It lists 26 common objectives such as becoming more financially knowledgeable, improving savings, paying off debt, planning for retirement, and gives users a scale of 0 to 5 to rate the importance of each objective.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    WORKSHEET 2Financial Objectives Worksheet

    The generic objectives provided are typical for people of all ages and are geared to assist you
    with your goal setting. Please rank the objectives on the following scale.
    0 Not applicable at this time
    1 Not important
    2 Somewhat important
    Financial/Personal Objectives
    Becoming more financially knowlegdeble
    Improving record keeping methods
    Finding a life partner
    Starting a family
    Aquiring additional home furnishings
    Reducing revolving debt
    Increasing savings
    Reducing taxes
    Paying off student loans
    Evaluating insurance needs
    Increasing insurance protection
    Advancing in current career
    Changing careers
    Increasing investment diversification
    Increasing investment return
    Starting a small business
    Planning for childrens education costs
    Saving to return to college
    Purchasing a vehicle
    Saving for the down payment on a home
    Purchasing a home
    Caring for parents
    Investing an inheritance
    Saving for retirement
    Retiring early
    Traveling extensively in retirement
    Giving to charity
    Transferring estate assets
    Other:

    3 Important
    4 Very important
    5 Crucial
    0

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