A worksheet is provided for this assignment and is to be used as an OUTLINE ONLY to help you write your goals. Your goals should be written in narrative form listing your goals and your plans for achieving them. You should also indicate things like dates, how you will know if you are on target or meeting the individual goals, your evaluation of how realistic they are (pipe dream goals vs. attainable ones), etc. This assignment is for YOU, not me!! Take the time to really evaluate where financially you want to go and how you are going to get there. Make this a document that you can use as YOUR roadmap – something that you can refer back to over the years as you evaluate and readjust to keep yourself on track.
The pap R needs be at least three pag (double space), and most students tend to De four or five
BA 2200 Homework # 5
Financial Goals Outline for Essay
Short Term Goals (next 12 months) Action Item to Achieve
1._______________________________ __________________________
2._______________________________ __________________________
3._______________________________ __________________________
Intermediate Term Goals (next 1 – 5 years)
1._______________________________ __________________________
2._______________________________ __________________________
3._______________________________ __________________________
Long Term Goals (10 + years until retirement)
1._______________________________ __________________________
2._______________________________ __________________________
3._______________________________ __________________________