Executive Summary

Briefly describe your financial goals and objectives.

Summarize your current financial situation

Financial Goals

Short-Term Goals (1-2 years)

List your short-term financial goals

• [ ] Emergency fund
• [ ] Down Payment
• [ ] Car/House Vacation fund

Set specific, measurable, achievable, relevant, and time-bound (SMART) goals

Mid-Term Goals (3-5 years)

List your mid-term financial goals (e.g., debt reduction, funding a child's education, starting a business)