Widsom and Finance Worksheets

This is the first worksheet that we handed out in worship this week, 11/8/2009

My Life and Financial Goals Worksheet

How would you define or describe your life purpose?



What are three goals that can help you to achieve this life purpose?



What are some financial goals that can help to support your life goals and purpose?




Short-term financial goals (next 12 months):
1.


2.


Mid-range financial goals (2–5 years):
1.


2.


Long-term financial goals (5 years to retirement):
1.


2.