The Money Club for Young Adults

Financial Goals Worksheet

Once you have completed the Net Worth and Budget worksheets, Step 3 is to set some basic financial goals.
- What do you want your net worth to be in 12 months?

- What strategies will get you there?

- For each strategy, what specific actions need to happen? Include dates. 
- What complete the budget worksheet. It is important to get a good handle

 

We have put together a draft to get you started (a picture is below). You can use ours or use your own. 

• To download the Excel workbook: click here