PFP 1.3 Goals

Excel Worksheet 1.3 Personal Financial Planner: Prioritizing Goals
Directions: Use this worksheet to identify and prioritize your financial goals. For each goal, identify its importance to you and your family by marking an X in the appropriate box (high priority = 1, medium priority = 2, and low priority = 3). Add additional goals if needed. In the space provided, fill in a ballpark estimate of the cost of each of your medium- and high-priority goals.
Short Term Goals Priority (1=High) Cost Estimate Long Term Goals Priority (1=High) Cost Estimate
1 2 3 1 2 3
Vacation Reduce debt
New car Change jobs
House repair College fund
Car repair Remodel house
Eat out more often Buy new house
Hire housecleaner Go back to school
Catch up on bills Save for retirement
Contribute to an IRA Leave large inheritance
Buy life insurance Create estate plan
Other_____________ Other_____________
Other_____________ Other_____________
Other_____________ Other_____________
TOTAL COST $__________ TOTAL COST $_____________