Understanding your financial goals is central to financial planning, but
identifying goals that truly matter can be tough. This exercise is designed to help you identify
your top financial goals and uncover goals you might have overlooked.
Instructions
1
List your top three financial goals.
2
Take a look at the master list of common financial goals. Are any of the
goals on the list important to you? If so, check the box next to those goals.
3
Look at your initial list and master list. Consider the goals you chose
and the goals you checked. List your goals in order of importance from 1 to 3.
Part 1Your Top Three GoalsList them in your own words
1
What are your top three financial goals?
Part 2Master ListCheck the goals that matter to you
2
Here's a master list of common financial goals. Are there any goals here that
are important to you? If so, check the box next to those goals. (Check five at most)
0 of 5 selectedYou can check up to five goals.
Part 3Your Final RankingChoose from what you listed and checked
3
Look at your initial list and master list. Consider the goals you chose and
the goals you checked. Of these goals, what are the top three? Add them down in order of
importance.
Once you list goals in Part 1 or check goals in Part 2, they'll
appear in the dropdowns below. You can also choose "Other" to type a goal directly.