Key Life Area: Financial - Planner
Annual Savings Amount: _______________
Emergency Fund
Current Amount: ________________
Goal Amount: _______________ Date: __________________
Funding Type: ________________________
Amount _________________
Retirement
Current Amount: _________________
Goal Amount: _______________ Date: __________________
Tax Structure(s): __________________________________
Funding Type: __________________________
Amount _________________
Funding Type: __________________________
Amount _________________
Child’s College Education
Current Amount: _________________
Goal Amount: _______________ Date: __________________
Tax Structure: Section 529 Savings Plan
Funding Type: __________________________
Amount _________________
Funding Type: __________________________
Amount _________________
House Down Payment
Current Amount: _________________
Goal Amount: _______________ Date: __________________
Funding Type: __________________________
Amount _________________
Funding Type: __________________________
Amount _________________
Car Down Payment
Current Amount: _________________
Goal Amount: _______________ Date: __________________
Funding Type: __________________________
Amount _________________
Funding Type: __________________________
Amount _________________
Other Goals
Goal: ________________________
Current Amount: _________________
Goal Amount: _______________ Date: __________________
Funding Type: __________________________
Amount _________________
Funding Type: __________________________
Amount _________________
Goal: ________________________
Current Amount: _________________
Goal Amount: _______________ Date: __________________
Funding Type: __________________________
Amount _________________
Funding Type: __________________________
Amount _________________
Goal: ________________________
Current Amount: _________________
Goal Amount: _______________ Date: __________________
Funding Type: __________________________
Amount _________________
Funding Type: __________________________
Amount _________________