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Goal identification worksheet.
Use the worksheet below to help identify and organize your goals.
To help you get started, here are some commonly used goal names: business investment, charitable
gift, current lifestyle, distribution, education, endowment, future lifestyle, major purchase, parental
support, retirement, second home, wealth accumulation, and wealth transfer.
An example of a goal is:
Goal name: future lifestyle Goal amount/frequency: $1,000/monthly Time horizon: 01/2024-12/2034
WANT TO NOW
(example: charitable gift)
WANT TO LATER
(example: second home, business investments)
Goal name: Goal name:
Goal amount/frequency: Goal amount/frequency:
Time horizon: Time horizon:
HAVE TO NOW
(example: parental support, current lifestyle)
HAVE TO LATER
(example: college funding, retirement)
Goal name: Goal name:
Goal amount/frequency: Goal amount/frequency:
Time horizon: Time horizon:
NOW TIME FR A ME LATER
HAVE
TO
PRIORIT
Y
WANT
TO
