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.
This post should help you get financially fit.
You can download this worksheet here – Long Term Financial Planning Document (51)
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: __________________________________
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