indigopolew.blogg.se - Download financial planning

🙂īut this worksheet won’t help if you are not convinced about the whole idea of saving money for future. But whichever approach you take, the final decision in goal setting process will be yours.Īfter all, its your life and your goals… and ofcourse your money. You can answer these questions on your own or take help of trustworthy and professional investment advisors.

Whether existing investments can be earmarked for these goals?.

How much you need to invest for these goals ( monthly SIP or lump sum)?.

Once you have honestly filled up the goal planning spreadsheet, you will be in a good position to further explore answers to these important questions:

After using the worksheet: Goal based Financial Planning.

Before using the worksheet: Financial Goals & How not to mess identifying them?.

You can either use them as your own (if relevant) or fill the sheet with your own unique goals. The worksheet already contains several pre-populated examples of personal financial goals (short-term, mid-term and long term goals).

Categorize them into short term goals, medium term goals and long term goals.

Identify which are ‘Needs’ and which are ‘Desires’.

Please note that the worksheet will help you: Or drop me a mail if you are unable to do so. I will send it to you directly. You can download it using the below link: It’s fairly basic but still useful to get you started. So here is a simple Personal Financial Goal Planning Worksheet. And given that it was almost 3500 words long, I was happy to see that many of you did read it ‘completely’ 🙂 and mailed me back regarding its usefulness.īut several mails also asked me share the goal planning worksheet that I discussed in the post. My last post – All you need to know about your REAL Financial Goals was received extremely well.