PF101-Goals Spreadsheet.xlsx
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PERSONAL & FINANCIAL GOALS
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SHORT-TERM GOALS
(within approximately one year)
PRIORITYTARGET
DATE
ESTIMATED COSTCURRENT AMOUNT SAVEDPLAN TO ACHIEVE
(saving amount/month, financing, help needed, etc.)
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Example: Create an emergency fund/cash reserve of 3 months of living expenses16/30/2016$7,500 $2,500 Use $2,000 of annual bonus in January, then save $500 each month (6 months)
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example1
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INTERMEDIATE-TERM GOALS
(within 2-5 years)
PRIORITYTARGET
DATE
ESTIMATED COSTCURRENT AMOUNT SAVEDPLAN TO ACHIEVE
(saving amount/month, financing, help needed, etc.)
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Example: Pay off all credit card debt112/31/2017$15,000 $0 after funding cash reserve, put $500/month toward debt payments
& do part-time work with all wages going toward paying down debt
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LONG-TERM GOALS
(beyond 5 years)
PRIORITYTARGET
DATE
ESTIMATED COSTCURRENT AMOUNT SAVEDPLAN TO ACHIEVE
(saving amount/month, financing, help needed, etc.)
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Example: Fully fund retirement plan to be able to live comfortably without a drastic reduction in pay/lifestyle112/31/2040$2,000,000 $100,000 participate in employer 401(k) matching program, contributing 5% of each paycheck toward retirement, plus an additional 25% of all bonuses after paying off debt, re-evaluate performance of investments on an annual basis
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