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Accounting · Studypool

Personal Financial Goals Worksheet

Overview

For this week's discussion, I would like you to first use the Personal Financial Goals Worksheet posted in the Week 1 Folder to come up with some personal financial goals. Once you have developed your goals, think of what plans or strategies is necessary to achieve those goals. Then in the discussion, please reflect on the following:

Was it easier or harder than you expected to define your financial goals? Considering your current circumstances and what types of plans and strategies are necessary to achieve those goals, would you say financial planning is an easy objective or is it a task that you can see easily see yourself putting off for the forseeable future?