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Twelve Months of Financial Milestones Working with Financial and Legal Advisors Taking Control of Your Financial Future
How Much Money Will
I Need to Achieve How Should I Manage
My Money to Reach |
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taking CONTROL
OF YOUR FINANCIAL FUTURE
Financial goals are the things you want to accomplish that cost money. Different goals have different time frames. • Short-term
goals are goals you want to accomplish within a
year. Examples could be setting up a • Medium-term goals are goals that are three to five years away. Examples include buying a new car or paying off all your credit cards. • Long-term goals are more than five years away. For example, you may want to retire early or move to a new home. What do you want over the next few years that will take money to achieve? Jot down some possible goals on a piece of paper. Now prioritize them, starting with the goal that is most important to you. Sort your goals into short-, medium-, and long-term time frames and write your list on the “My Financial Goals” worksheet. You’re off to a good start!
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What Are My Financial
Goals?
