Master List of Goals

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Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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What Are Your Goals for the Next 12 Months?Goal/Date/Cost
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What Are Your Goals for the Next 1 - 10 Years?Goal/Date/Cost
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What Are Your Goals Beyond the Next 10 Years?Goal/Date/Cost
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Family Goals
Help pay for my kids’ (grandkids) college education
Have a baby or adopt a child
Save for any family milestones (e.g., bar/bat mitzvahs, graduations, weddings)?
Support family members who may require special needs planning?
Help care and/or support parents or other family members
7
LifeStyle Goals
Relocate out of the local area now or in the future
Purchase or sell primary home
Purchase or sell a second home
Make a large home improvement or major purchase for your home
Purchase or lease a vehicle
Take a large vacation now or in the future
Other major purchase eg. Boat, Motorhome, Hot Tub, Pool, Golf Cart, etc.
8
Self Development & Professional Goals
Pursue more education or certification for personal or professional self-improvement (e.g., go back to school, learn a new skill)
Seeking professional advancement (new job, career, promotion)
Optimize employee benefits
Start a new business
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Health Care
Plan financially in case I ever become disabled
Plan for future long-term care needs
Current health insurance/medical expenses needs
Need to make changes health insurance coverage
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Tax Planning
Reduce my current tax liability
Reduce my future tax liability
Support a charitable organization/non-profit
Planning to sell a business, real estate, or other large asset
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Retirement
Take a sabbatical(s)
Retire early
Stop working and do something I love
I need help deciding when I want to retire
Pay for retirement health/medical expenses
Financial security in retirement
I don't want to be a financial burden to my family as I grow older
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Estate Planning & Wealth Transfer
Protect assets from creditors, bankruptcy, or divorce
Provide gifts to children and loved ones during my lifetime
Secure that my appointed fiduciaries will carry out your wishes in the event of your incapacity and/or death
Provide financial security for my family when I die
Give to charity or other causes I care about
Leave an inheritance to my loved ones
Ensure your assets pass to my heirs smoothly
Place some restrictions/controls on how my heirs inherit my assets
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What Additional Goals Would you Like to Add?Goal/Date/Cost
Should be Empty: