Financial Goals
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WORKSHEET 1: FINANCIAL GOALS Name: Date: Goal description
$
1) 2) 3) 4) 5) 6) 7) 8) 9) 10)
Signature Signature
(*)
Assigning priority: “#1” - very important (Total monthly amount $ “#2” - important “#3” - not so important “#4” - nice to have
)
How long Priority (*) it will take
Monthly Amounts
$
1) 2) 3) 4) 5) 6) 7) 8) 9) 10)
Signature Signature
(*)
Assigning priority: “#1” - very important (Total monthly amount $ “#2” - important “#3” - not so important “#4” - nice to have
)
How long Priority (*) it will take
Monthly Amounts
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