Professional Documents
Culture Documents
Financial Goals
Emergency Fund
Buy House
Retirement
Child 1 College Education
Child 2 College Education
Child 1 Marriage
Child 2 Marriage
Child 2 Foreign Post Graduation
Buy 2nd House
Foreign Trip (every 3 years)
Holiday Home
Buy Second Car
Modifications in House
Diamond Ring for Wife on 10th Anniversary
Foreign Trip for Parents
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Step 2
Tag as Need or
Financial Goals Desire
Emergency Fund Need
Buy House Need
Retirement Need
Child 1 Higher Education Need
Child 2 Higher Education Need
Child 1 Marriage Need
Child 2 Marriage Need
Buy 2nd House Desire
Foreign Trip (every 3 years) Desire
Buy Second Car Desire
Modifications in House Desire
Europe Trip for Parents Desire
Payoff Car loan Need
Contribution in sister in law's wedding Desire
Step 4
Write the Timeline, when Goal need to be met & categorize it as Immediate, Short-term, Mid-term
and Long-term goals.
Prioritize Goal