Financial Goal-Setting Worksheet
Short-Term Goals
(0-24 month)
Financial Goal-Setting Worksheet
Amount When Needed Needed
# of Months to save
$ per Month to meet goal
Mid-Term Goals
(2-10 years)
Amount When # of Months $ per Month to
Needed Needed
to save
meet goal
Long-Term Goals
(Over 10 years)
Amount When # of Months $ per Month to
Needed Needed
to save
meet goal
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