EXERCISE NO.

3: SETTING MY FINANCIAL GOALS

Check(list) Your Goals

Write down your goals:

• To help make them happen

• As a great first step towards creating a successful financial plan

My short-term goals (1-3 years)

My goals My priorities My plan I want to achieve this by

(low, medium, high)
Example: Go on an Medium I want to go to Tokyo next December 2016
international vacation year. I plan to save P2,000
every month to fund it

My long-term goals (3-5 years)

My goals My priorities My plan I want to achieve this by

(low, medium, high)
Example: Save for a car High Buy my own car after 3 June 2018
years. I plan to save P2,000
per month to fund it.

© Brighter Life Institute 2015

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