Goals Exercise

Explore Yourself

Goals Exercise

Directions

Rank each of the following values 1-16 (or more). Clarify the definitions if you need to. No ties!

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  • ____ Finance children’s education
  • ____ Buy a new home (primary/vacation)
  • ____ Buy a new car/boat/thing
  • ____ Travel extensively
  • ____ Save for retirement
  • ____ Reduce/eliminate debt
  • ____ Set up a reserve/emergency fund
  • ____ Create financial independence
  • ____ Support elderly/any relatives
  • ____ Contribute to favorite charity/cause
  • ____ Start/buy/expand own business
  • ____ Create/leave large estate for heirs
  • ____ Provide for dependent’s special needs
  • ____ Other ________________________________
  • ____ Other ________________________________