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Goal Setting and Financial Planning Template

The document outlines a 5-step process and provides a formula to calculate a target monthly income. It includes blanks that seem to indicate steps for being, doing, and costs, and aims to achieve a target income within a certain number of months. The overall goal and structure involves multiple steps to reach a financial goal.

Uploaded by

Firmino Gonçalves
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81 views1 page

Goal Setting and Financial Planning Template

The document outlines a 5-step process and provides a formula to calculate a target monthly income. It includes blanks that seem to indicate steps for being, doing, and costs, and aims to achieve a target income within a certain number of months. The overall goal and structure involves multiple steps to reach a financial goal.

Uploaded by

Firmino Gonçalves
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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STEP 1: HAVING STEP 5: COST TARGET MONTHLY INCOME

_____________________________ _____________________________
_____________________________ _____________________________ A + B + C + (1.3 x monthly expenses)

_____________________________ _____________________________ =
_____________________________ _____________________________ TMI: ______________
_____________________________ _____________________________ ÷ 30
_____________________________ _____________________________ TDI : ______________
_____________________________ _____________________________
_____________________________ _____________________________

IN STEP 2: BEING STEP 4: DOING STEP 5: COST


_____________________________ _____________________________ _____________________________
_________ _____________________________ _____________________________ _____________________________
_____________________________ _____________________________ _____________________________
MONTHS, _____________________________ _____________________________ _____________________________
_____________________________ _____________________________ _____________________________
I DREAM OF _____________________________ _____________________________ _____________________________
_____________________________ _____________________________ _____________________________
_____________________________ _____________________________ _____________________________

STEP 3: DOING STEP 5: COST


_____________________________ _____________________________
_____________________________ _____________________________
_____________________________ _____________________________
_____________________________ _____________________________
_____________________________ _____________________________
_____________________________ _____________________________
_____________________________ _____________________________
_____________________________ _____________________________

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