Your Goals

Goals Exercise

What’s on your
Needs, Wants, and
Wish List?
What do you still want to do?

Directions: Rank each of the following values 1-13 (or more). Remember, you must rank each one; no ties!

____ FINANCE CHILDREN’S/GRAND CHILDREN’S EDUCATION

____ BUY A NEW HOME (PRIMARY/VACATION)

____ BUY A NEW CAR/BOAT/THING

____ TRAVEL EXTENSIVELY

____ SAVE FOR RETIREMENT

____ REDUCE/ELIMINATE DEBT

____ SET UP A RESERVE/EMERGENCY FUND

____ CREATE FINANCIAL INDEPENDENCE

____ SUPPORT ELDERLY/ANY RELATIVES

____ CONTRIBUTE TO FAVORITE CHARITY/CAUSE

____ START/BUY/EXPAND OWN BUSINESS

____ CREATE/LEAVE LARGE ESTATE FOR HEIRS

____ PROVIDE FOR DEPENDENT’S SPECIAL NEEDS

____ OTHER
__________________

____ OTHER
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