Sponsored for you by: David E. Gardner, CPA
Sponsored for you by: David E. Gardner, CPA
Goals
Personal Financial Goals
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Name:
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Date:
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Short-Term Goals (1 year or less)
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Goal
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Priority
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Target Date
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Cost Estimate
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Intermediate-Term Goals (2 to 5 years)
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Goal
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Priority
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Target Date
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Cost Estimate
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Long-Term Goals (6+ years)
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Goal
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Priority
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Target Date
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Cost Estimate
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If you would like this spreadsheet in Excel format to use on your personal computer, E-Mail us.
David E. Gardner, CPA
Call 406-436-2583 or