FINANCIAL GOAL PLANNER

Write down your top 3 financial goals to achieve in the next 3 - 12 months
What From To
1 Increase savings and capital ZMW 0 ZMW 1,000
2
3

For each of the goals above, flesh them out using the template below:

GOAL 1 Increase savings and capital from 0 to 1000 By 31-Dec-2020

Strategies and Action Steps Person(s) Involved Completion Deadline

1
2
3
4
5

GOAL 2 from to By 00-Jan-1900

Strategies and Action Steps Person(s) Involved Completion Deadline

1
2
3
4
5

GOAL 3 from to By 00-Jan-1900

Person(s) Completion
Strategies and Action Steps
Involved Deadline
1
2
3
4
5
R

By When
31-Dec-20 31-Dec-2020
00-Jan-1900
00-Jan-1900

Resources Needed

Resources Needed

Resources
Needed
SAVINGS TRACKER
Savings Target (ZMW) 25,000
Starting Month Aug-20 25,
Duration (Months) 5
Ending Month Dec-20
5/2/2023
Month # 1 2 3 4 5 6
Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21

Insert Amount Saved (ZMW) 4,000

Monthly Savings Target (ZMW) 5,000 5,000 5,000 5,000 5,000 -
% Saved 80% 0% 0% 0% 0% 0%
5,000 5,000 5,000 5,000 5,000 -

Amount to deposit to be current: 21,000

 4,000 ; 14%

Saved
Target

25,000 ; 86%

7 8 9 10 11 12
Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21

###
S
- - - - - - ###
T
0% 0% 0% 0% 0% 0% ###
- - - - - -
 This Goal Planner and Tracker has been powered by Building Financial Fitness™.

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