Goal Planning Worksheet - Morningstar, Inc.

Goal Planning Worksheet

PREPARED FOR:

DATE:

You'll Need: p Net Worth Worksheet

(Worksheet 1.1), if completed

p Personal Cash-Flow Statement (Worksheet 2.1), if completed

Calculators: To estimate future costs for retirement, college, and other financial goals, go to: goto/30MinuteSolutions

GOAL: SHORT-TERM (5 years or fewer) Goal Priority: Goal Date Goal Priority: Goal Date

Duration Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

TOTAL: Short-Term Goals

/

/

Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($)

Goal Planning Worksheet

PREPARED FOR:

GOAL: INTERMEDIATE-TERM (5?15 years) Goal Priority:

Goal

Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

TOTAL: Intermediate-Term Goals

DATE:

/

/

Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($)

Goal Planning Worksheet

PREPARED FOR:

GOAL: LONG-TERM (15 years or more) Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

Goal Priority: Goal Date

Duration

TOTAL: Long-Term Goals

DATE:

/

/

Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($) Expected Cost ($)

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