Goal Worksheet

Start your journey towards achieving your financial goals by committing yourself to them. Putting them on paper will help you see them in totality, enabling you to prioritise and take the necessary actions to achieve these goals

Set Your Goals

Whether is it buying a home, saving for your child's education or saving for your retirement, list down your goals. Remember to be practical and specific while setting your goals

	Goal Category	Goal Description	Mth & Year Needed	Approx Amt Needed
	Are these some of your financial goals for yourself and your family?	Describe your financial goals	What is the time frame for your goals?	How much money will you need to reach each of your goal?*

*In today's dollar value

This worksheet helps you to organise your financial goals. It does not necessarily represent your overall financial position

For a detailed financial check, please contact our Great Eastern Life Planner