Free Long Term Financial Goals Check List

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I really hope you can take advantage of this free product.  If you get one of the forms and it is helpful, can I ask you to help me?  (Even if you don’t download a product I could sure use your help.)  Could you please complete a 5 minute survey?  The results will help me get some valuable feedback, and as a result I can continue to offer you the best possible material.

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This post should help you get financially fit and help you with your financial planning in general as well as prepare with some financial tax planning tips.

You can download this worksheet here – [download id="7"]

How to use this form: There are 16 long term financial goals listed in this document.

1. For categories you have completed, just write the date of completion.

2. Go through the remaining list and determine your five biggest priorities. Beside the “priority” category, write a 1-5 to show their priority. On the last page there are two “other” categories if you have an extra event – marriage or new child on the way.  You might want to add those categories also.

3. Decide when you can feasibly complete these five tasks.

4. Break the task down into smaller action items that need to be done in order to complete the overall goal for that section.

5. When you have completed your first five, choose the next five goals.

Sample Preview of the Long Term Financial Planning and Goals Checklist

1. Create and stick to a budget

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

2. Complete Your Will and/or Estate Plan

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

3. Pay off Debt (excluding the house)

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

4. Fully Funded Emergency Fund

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

5. Retirement Plan (Contributing Money Monthly)

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

6. College Funding for Children or Self

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

7. Create a Giving Plan

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

8. Purchase (or review) Life Insurance

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

9. Purchase (or review) Auto Insurance

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

10. Purchase (or review) Disability Insurance

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

11. Purchase (or review) Home or Renters Insurance

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

12. Complete Tax Return and Maximize Tax Strategy

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

13. Save Money To Buy A Car With Cash

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

14. Create and stick to a budget

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

15. Review Banking Situation – reduce unnecessary fees

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

16. Review Investment Plan and Asset Allocation

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

17. Other:

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

18. Other:

Proposed Completion Date: _______________

Action needed to be completed to complete task:

Task Complete By

Completed on (date) ________________________

Priority: __________________________________

Comments

  1. says

    Interesting post Craig. I was surfing the net looking for some goal setting software and stumbled across your post. I’m sure God is using you to do some amazing work in PNG.

    Kenny

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