Fiscal Agents Financial Tools
Identifying
Your Goals |
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We are constantly making plans for
the future, whether it be for the next few months or the next several
years. These future plans are our goals and they are as unique and different
as each one of us. Your goals might include short-term plans such as buying
a new car or taking a vacation or can be comprised of the long-term ambitions
of planning for retirement or purchasing your dream home. Regardless of
your goals, it is important to have a financial plan in order to be able
to achieve them.
The first step in the creation of
your financial plan is is to clearly identify your goals, both short and
long term. This allows you a better view of what you will need to do to
achieve your goals and lets you know how much you need to save to do so.
When you have defined your goals, you are then in the position to choose
the investments that are ideally suited to your unique needs for the present
and the future.
Use this goal planning worksheet
below to identify the goals you have for both the present and the future.
Indicate the amount of money that you have saved up to this point as well
as the date you need the money by to get a clear picture of how much you
will need to save between now and then.
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