Financial Goals Worksheet

A famous study conducted at Harvard University found that only 3% of Harvard's 1953 graduating class had clear written goals with plans to achieve them. Twenty years later, the same class was surveyed again, and it was learned that same 3% was worth more in financial terms than the other 97% if combined! In addition the researchers found that the 3% had better health, relationships, and social skills.
First Name
Last Name
Address
City
State
ZipCode
Phone Number i.e., 555-555-5555
Email i.e., jdoe@yourdomain.com
Salary
Bonus
Other Income
Accounts Account Balance Monthly Withdrawal Current Monthly Investment 2007 Monthly Investment Account Goal 2007
Annuity:
Education:
Individual:
Individual FDL:
IRA 1:
IRA 2:
IRA 3:
401K:
401K:
529 Plan:
Savings:
Savings:
Other:
Other:
Total:

Total is=

Total is=

Total is=

Total is=

Total is=

Current Debt Current Balance Interest Rate Pay Off Date Monthly Payment Account Goal
Car 1:
Car 2:
Credit Card 1:
Credit Card 2:
Credit Card 3:
Credit Card 4:
Credit Card 5:
Mortgage 1:
Mortgage 2:
Student Loans:
Personal Loans:
Other 1: Lines of Credit
Other 2:
Other 3:
Total

Total is=

Total is=

Total is=

Total is=

 
 
 
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