Goal Setting Worksheet Page 4
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111. FINANCIAL
Income, Investments
How much do you want to be earning each year in 5 years?
How much do you want to have in the bank or in investments?
If you can’t dream it, it won’t happen! Nothing is unrealistic if you have a clear plan.
Five-Year Goals
(Be Specific – can we measure this?)
Make it personal: I earn……...…
I drive………..
I invest...……..
One-Year Goals
(How much do you want to increase your income in the next 12 months?)
Beginning TODAY!
(What can you do today to make a deposit?)
I save 10% of my income each week…..
I give 10% to……………….
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Parent category: Life