Use this worksheet to get a handle on your financial priorities. List your financials goals for the short-term, medium-term, and long-term.
Short-term goals: up to 12 months
Medium-term goals: 1–5 years
| Divide by number of months = $ | required per month for medium-term goals. |
Long-term goals: More than 5 years
| Divide by number of months = $ | required per month for long-term goals. |