My Goals worksheet

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.

In six months?

In two years?

In five years?

In ten years?

At retirement?

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.

Priority 1:

By

I plan to:

Priority 2:

By

I plan to:

Priority 3:

By

I plan to:

Priority 4:

By

I plan to:

Priority 5:

By

I plan to:

Page:

1

Prior to changing your personal finances as a result of this calculation we recommend you view our disclaimer.

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