2022 AFBA Financial Planning Guide

8-10. FINANCIAL GOALS WORKSHEET (Step 5)

Savings Account

Life Insurance

Narrative Explanation of Financial Goals

Other

Goal For One Year From Today:

Goal For Two Years From Today:

Goal For Three Years From Today:

Goal For Five Years From Today:

8-11. PLANNING ACTIONS WORKSHEET (Step 6)

Goal

Specific Objective

Completion Date

Example: Life Insurance

Acquire $100,000 of Term Life Insurance

1 June 202 2

CHAPTER 8: PRINCIPLES OF FINANCIAL PLANNING

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