Your Goals

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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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Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

Schedule Your
20-Minute “Right Fit” Introductory Call Now!

Jim's picture
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742.

Schedule Your 20-Minute
“Right Fit” Introductory Call Now!