Financial Goal Worksheet

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Download by clicking Financial Goals Worksheet.

Before using, it is best to read my post on financial goal-setting and the importance of writing down your life’s dreams. To use, here are the instructions.

  • Download the Financial Goals Worksheet.
  • Open the worksheet.
  • In What you want to buy column, list down the things you want to acquire, costs and how long you are planning to buy them.
  • In What you want to do column, list down the things you want to do like travelling, vacation, etc., cost and how long you are planning to achieve them.
  • In table TOTAL, you will see the total amount that you need to save every year.