MrMillionaireMindset Financial Goal Planning Template
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Financial goals worksheet
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GoalTimingPriorityCostProgressPlanAction required
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What are your financial goals? Be specific.When do you want to reach your goal?
Be specific.
How important is this goal to you? You may need to choose some goals over others.What will it cost to meet your goal?How much have you already saved toward this goal?How will you meet your goal?How will you carry out your plan?
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Examples
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Pay off my credit card debt31-Dec-17High£600 £0 Put an extra £25 a week toward debt repaymentpack 2 lunches a week instead of eating out; make coffee in the office once a day
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Save a down payment for a house30-Jun-18Medium£25,000 £8,000 Withdraw £10,000 from share save plan; save £2,000 a monthcontinue share save contributions; save tax refund for down payment; get a roommate to save on rent; scale back spending on clothing and gifts
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