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  • Goal File

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    hemabhma
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    The document contains a life goals file that tracks personal, family, and contact details. It also lists common life goals like retirement, emergency funding, education, and health. For each goal, current investments are listed to track financial planning progress. The file is meant to be shared and reviewed quarterly with a designated person.

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    The document contains a life goals file that tracks personal, family, and contact details. It also lists common life goals like retirement, emergency funding, education, and health. For each goal, current investments are listed to track financial planning progress. The file is meant to be shared and reviewed quarterly with a designated person.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    1 views3 pages

    Goal File

    Uploaded by

    hemabhma
    The document contains a life goals file that tracks personal, family, and contact details. It also lists common life goals like retirement, emergency funding, education, and health. For each goal, current investments are listed to track financial planning progress. The file is meant to be shared and reviewed quarterly with a designated person.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    of 3

    LIFE GOALS FILE

    Personal Details
    Particulars Husband Wife

    Name

    Work Details

    Designation

    Company

    Health History

    Date of Birth

    Current Age

    Family Details
    Particulars Child-1 Child-2 Father Mother

    Name

    Current Status

    Health History

    Financially Dependent

    Date of Birth

    Current Age

    Communication Details
    Particulars Husband Wife

    Mobile No.

    Email ID

    Residential Address

    1. Retirement

    2. Emergency Funding
    3. Vehicle Purchase 7. Holiday Planning

    4. Child(ren)’s Education 8. Vacation

    5. Child(ren)’s Marriage Planning 9. Second Income Planning

    6. House Purchase/Renovation

    1. Goal Name: ___________________________

    Current Investment: 1. _____________________

    2. _____________________

    3. _____________________

    4. _____________________

    2. Goal Name: ___________________________

    Current Investment: 1. _____________________

    2. _____________________

    3. _____________________

    4. _____________________

    3. Goal Name: ___________________________

    Current Investment: 1. _____________________

    2. _____________________

    3. _____________________

    4. _____________________

    4. Goal Name: ___________________________

    Current Investment: 1. _____________________

    2. _____________________

    3. _____________________

    4. _____________________
    5. Goal Name: ___________________________

    Current Investment: 1. _____________________

    2. _____________________

    3. _____________________

    4. _____________________

    6. Goal Name: ___________________________

    Current Investment: 1. _____________________

    2. _____________________

    3. _____________________

    4. _____________________

    7. Goal Name: ___________________________

    Current Investment: 1. _____________________

    2. _____________________

    3. _____________________

    4. _____________________

    8. Goal Name: ___________________________

    Current Investment: 1. _____________________

    2. _____________________

    3. _____________________

    4. _____________________

    Person you will share this above information with: _________________________

    Quaterly Review -

    Date: ____________________ Signature: _____________________

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