Financial goals worksheet

Goal Timing Priority Cost Progress Plan Action required

What are your financial goals? When do you want How important is this What will it cost to How much have you How will you meet your goal? How will you carry out your plan?
Be specific. to reach your goal? goal to you? You may meet your goal? already saved
Be specific. need to choose some toward this goal?
goals over others.

Examples
Pay off my credit card debt 31-Dec-12 High $ 600 $ - Put an extra $25 a week pack 2 lunches a week instead of
toward debt repayment eating out; make coffee in the office
once a day