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LIFE OBJECTIVES

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FAMILY
Do you have enough saved for your family and loved ones?
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WORK AND EDUCATION
Can you survive a change of occupation?
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HOME
Can you maintain your home or upgrade in the future?
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ENTERTAINMENT
Do you have enough to explore your interests and enjoy life?
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RETIREMENT
Do you have enough money to retire comfortably?
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INSURANCE
Do you have enough saved for the inevitable health issues?

RANK YOUR GOALS

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RANK YOUR GOALS
Rank your top five goals in order of priority

YOUR FINANCIAL SNAPSHOT

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FINANCIAL SNAPSHOT
What is Your Net Worth? List your Assets and Liabilities to keep track.

WORKING ON MY GOALS

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WORKING ON MY GOALS
Calculate the timeframe for achieving your top five goals
LIFE OBJECTIVES
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FAMILY
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WORK AND EDUCATION
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HOME
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ENTERTAINMENT
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RETIREMENT
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INSURANCE
RANK YOUR GOALS
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FINANCIAL SNAPSHOT
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SNAPSHOT
GOALS
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GOALS

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