Goals Exercise
What’s on your
Needs, Wants, and
Wish List?
What do you still want to do?
Directions: Rank each of the following values 1-13 (or more). Remember, you must rank each one; no ties!
____ FINANCE CHILDREN’S/GRAND CHILDREN’S EDUCATION
____ BUY A NEW HOME (PRIMARY/VACATION)
____ BUY A NEW CAR/BOAT/THING
____ TRAVEL EXTENSIVELY
____ SAVE FOR RETIREMENT
____ REDUCE/ELIMINATE DEBT
____ SET UP A RESERVE/EMERGENCY FUND
____ CREATE FINANCIAL INDEPENDENCE
____ SUPPORT ELDERLY/ANY RELATIVES
____ CONTRIBUTE TO FAVORITE CHARITY/CAUSE
____ START/BUY/EXPAND OWN BUSINESS
____ CREATE/LEAVE LARGE ESTATE FOR HEIRS
____ PROVIDE FOR DEPENDENT’S SPECIAL NEEDS
____ OTHER
__________________
____ OTHER
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