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Donna Schilder

Professional Certified Coach

Leadership, Career, & Business Coach

(562) 434-7822 - Donna@DonnaSchilder.com

Donna Schilder

Financial Goals

Financial Goals – 2005

  1. Check on retirement
  2. Make $x
  3. Save $x
  4. Pay an extra $x on the house
  5. Make $x on investments
  6. Reach $x in savings
  7. Revise Will
  8. Put money in 401K and SEP
  9. Do a revised plan on how much we need for retirement
  10. Eliminate balance on credit card

 

Your Financial Goals

Income

Income Streams

Business or Job Income _____________________________

Investment Income __________________________________

Dividends________________________________________

Side Business Income_______________________________

Inheritance________________________________________

Rental Property____________________________________

Business Expenses_____________________________________

Taxes

Do it yourself or get a tax advisor

Ways to maximize deductions

_______________________________________________
_______________________________________________

Create Balance Sheet

Savings

Liquid Assets_______________________________________

401K/SEP Contribution______________________________

Obtain a financial advisor(s) __Yes  __No

Save ___________

Debt Management

Pay off credit cards____________________________________

Pay off house by_ _____________________________________

Pay off car by _________________________________________

Goal Net Worth _______________________________________

Budget

Monthly Budget/Expenses

House Payment ___________________________________

Car ______________________________________________

Payment _________________________________________

Gas _____________________________________________

Utilities __________________________________________

Food _____________________________________________

Phone ____________________________________________

Electric, Gas, Water, Refuse _________________________

Dry Cleaning ______________________________________

Clothes ___________________________________________

Hair ______________________________________________

Entertainment _____________________________________

Recurrent Expenses

Vacation __________________________________________

Home Maintenance/Improvement ___________________

Car ______________________________________________

Charity _______________________________________________

Business Expenses ______________________________________

Business Equipment ________________________________

Business Supplies __________________________________

Travel ____________________________________________

Stationary _________________________________________

Educational Funds

Personal __________________________________________ 

Children __________________________________________

Austerity Measures/Cost Reduction _____________________________________________________________________

Retirement

Monetary Needs Analysis (including inflation) ___________________

Retirement Budget _______________________________________

Income Streams

Social Security_____________________________________

Retirement_________________________________________

401 K____________________________________________

Investments________________________________________

Reverse Mortgage___________________________________

House Sale_______________________________________

Rental Property_____________________________________

Part Time Work_____________________________________

Date for Retirement or Semi-Retirement_______________________

Risk Management

Medical Insurance________________________________________

Car Insurance___________________________________________

Short Term Disability____________________________________

Long Term Disability_____________________________________

Home Owners Insurance___________________________________

Life Insurance___________________________________________

Business Insurance_______________________________________

Will/Trust_____________________________________________

 

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