Financial Goal Worksheet - QuestGarden
Financial Goal Worksheet
Setting financial goals will help you turn dreams into reality—a new computer, college tuition, a new car, a down payment on a house. Whatever your dreams, to achieve them, start with setting your financial goals and plan to reach those goals.
Your financial goals should be:
• Specific (preferably in writing)
• Measurable
• Attainable/achievable
• Realistic/practical/flexible
• Time-bound (establish a time frame to meet the goal)
To get started on reaching your dreams, write a goal statement to save for unexpected expenses, short-term goals, intermediate-term goals, and long-term goals.
REQUIRED: Enter a goal on at least 2!
|Saving for Unexpected Expenses |Monthly Living Expense x No. of months |Time Period |Saving Needed Per Month |
| |(experts recommend saving for 3-6 | | |
| |months living expenses) | | |
|Example: |Savings for Unexpected Expenses |$1,500 x 6 = $9,000 |90 months |$100 |
| |*For example, if your goal is to save for 6 months of living expenses, and your monthly living expenses amount to $1,500, |
| |you would need to save a total of $9,000. Even though it would be desirable to have this amount available immediately, it |
| |may take several months to meet this goal. In this example we chose 90 month. |
|Your Goal: | | | | |
|Explanation: | |
| | |
|Short-term Goals |Cost |Time Period |Saving Needed Per Month |
|(12 Months of Less) | | | |
|Example |Vacation |$1,200 |12 months |$100 |
| |*For example, if your goal is to save for a vacation that will cost $1,200, you need to save $1000 for 12 months. |
|Your Goal(s): | | | | |
| | | | | |
| | | | | |
|Intermediate-term Goals |Cost |Time Period |Saving Needed Per Month |
|(1-3 Years) | | | |
|Example |Car |$18,000 |36 months |$500 |
| |*For example, if your goal is to buy a car that costs $18,000 in three years, you will need to save $500 for 6 months. |
|Your Goal(s): | | | | |
| | | | | |
| | | | | |
|Long-term Goals |Cost |Time Period |Saving Needed Per Month |
|(5 years or more) | | | |
|Example |Down-payment on a house |$36,000 |60 months |$600 |
| |*For example, if your goal is to save $36,000 for a down payment on a house, you will need to save $600 a month for 60 |
| |months. |
|Your Goal(s): | | | | |
| | | | | |
| | | | | |
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