WORKSHEET #1: PRIORITIZE YOUR GOALS
Please rate each financial goal based on how important it is to you
(1 = not at all important; 5 = very important)
NOT IMPORTANT VERY IMPORTANT

Paying down mortgage or other debt
1
2
3
4
5
Gaining control over my spending

1

2

3

4

5
Saving for children’s education

1

2

3

4

5
Saving for retirement

1

2

3

4

5
Understanding my investments

1

2

3

4

5
Knowing I have the right investment mix

1

2

3

4

5
Active involvement in managing my investments

1

2

3

4

5
Strategies for reducing income taxes

1

2

3

4

5
Maintaining my standard of living in retirement

1

2

3

4

5
Retiring early at age

1

2

3

4

5
Developing income withdrawal strategies for/in retirement

1

2

3

4

5
Providing a comfortable lifestyle for my family in the event of my death

1

2

3

4

5
Creating/preserving an estate for my heirs

1

2

3

4

5
Leaving a legacy, philanthropy

1

2

3

4

5

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