My Goals worksheet

Writing down your short, medium and long term financial goals is a great way of committing yourself to them. You can also use this worksheet to decide what your financial priorities are. The goals and priorities you set will be saved when you log in to My Plan and will appear each time you visit.

 

My Goals worksheet

 

Where do I want to be financially?

Do you want to pay off your mortgage, save for a deposit or begin a retirement plan?
Write your goals here and work out the appropriate time frame.

Your priorities

What's important to you? What are the key things you need to do to improve your financial position?

Take a look at this list to help you work out your priorities for getting sorted.

Rank these from 1 being most important, to 5 being least important

 
  1
  2
  3
  4
  5
Improve my income or my ability to earn future income.
Get better control over my spending to help me to save or reduce debts.
Get started on a regular long term (over 10 years or for retirement) savings programme or increase my level of savings.
Start a short term savings programme to buy a house or other major asset.
Protect the income and assets I already have and ensure I have properly provided for my family and other dependants.

Actions I will take to achieve my goals (be very specific).

Priority 1:
By
Priority 2:
By
Priority 3:
By
Priority 4:
By
Priority 5:
By
Page:
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Prior to changing your personal finances as a result of this calculation we recommend you view our disclaimer.
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