Free Worksheet
Goal Planning Worksheet
Turn vague money goals into a clear, prioritized plan you'll actually follow.
- Define short-, medium-, and long-term goals in one place
- Attach target dates and dollar amounts to each
- Prioritize when you can’t fund everything at once
- A simple framework you’ll revisit every year
Inside the download
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Why it matters
Goals that live only in your head rarely get funded. Writing them down — with a date and a number — turns a wish into a plan, and a plan into progress. This worksheet gives you a single page to see it all and decide what comes first.
Built by Peter Lazaroff, CFA, CFP®, the same tools he uses with clients as Chief Investment Officer, distilled into something you can put to work today.
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