Skip Ribbon Commands
Skip to main content
Print Print
Text Size A A A

What are my goals? A checklist

Use this checklist as inspiration to make a list of your goals.

In the next two years or less, I want to:

Have enough money coming in to pay for my basic needs and a little left over for fun

Put some money away for emergencies

Have some backup money in case I lose my job

Take a vacation

Pay off all of my credit cards

Pay off student loans

Get married

Enjoy a new hobby or get more education

Buy things for myself or my family (such as a new appliance, furniture, TV, clothing)

Give some money to charity

Help out my family members

Pay less money in taxes

In the next three to five years or less, I want to:

Save for a new car or boat

Buy a home

Start a family

Fix up my home

Move to a new city

Change jobs

In the next five years or more, I want to:

Start my own business

Pay for my kids’ education

Pay off my mortgage

Save enough money to work or play when I want to

Build my retirement savings

Leave some money or property to family members