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Personal Financial Goal-Setting

MY TOTAL PROJECTED INCOME
Year 2008

Basic Needs/Necessities:

Food

Clothing

Rent/Real Estate Mortgage Amortization

Water/Electricity/Telephone

Education/School Expenses

Home Maintenance

Transportation/Gas & Maintenance

Cellfone/Pager

Cable TV/Internet

Recreation

Representation

Personal Expenses

----------

Special Purchases:

Your dreams (Digital video, computer, car, vacation etc.)

Your vision/life’s mission (charity, scholarship, etc.)

Christmas Fund

Net Savings/Insurance Premium/Investments

----------

Add Basic Needs + Special Purchases

Deduct Your Present Income

Your Financial Goal

----------

----------

----------

Note: Simply copy and fill up the form above. Feel free to add/remove items




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