FISCAL AGENTS: Financial Services Group


Open the QuickNav window
Home
Search
Site Map
Contact

The Knowledge Bank

The Money Centre

The Learning Centre

Financial Tools
Planners / Worksheets
Retirement Planning
Savings / Investments
Financing
Net Worth
Resource Centre

The Money Management Newsletter

Products and Services

About Us

Fiscal Agents Financial Tools
Identifying Your Goals

We are constantly making plans for the future, whether it be for the next few months or the next several years. These future plans are our goals and they are as unique and different as each one of us. Your goals might include short-term plans such as buying a new car or taking a vacation or can be comprised of the long-term ambitions of planning for retirement or purchasing your dream home. Regardless of your goals, it is important to have a financial plan in order to be able to achieve them.

The first step in the creation of your financial plan is is to clearly identify your goals, both short and long term. This allows you a better view of what you will need to do to achieve your goals and lets you know how much you need to save to do so. When you have defined your goals, you are then in the position to choose the investments that are ideally suited to your unique needs for the present and the future.

Use this goal planning worksheet below to identify the goals you have for both the present and the future. Indicate the amount of money that you have saved up to this point as well as the date you need the money by to get a clear picture of how much you will need to save between now and then.

Your goals
Date money
needed
Total amount
to save
Amount
already saved
Remaining
to save
$
- $
= $
$
- $
= $
$
- $
= $
$
- $
= $
$
- $
= $
$
- $
= $
Totals
.
$
- $
= $

 





Fiscal Agents Home

Knowledge Bank Money Centre
Learning Centre Financial Tools
Newsletter Products & Services
About Us    

Legal | Site Map | Home | Search

Copyright © 1984 - Fiscal Agents Financial Services Group


Questions? Comments?
Use our Feedback page to contact us.