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Anthony’s Financial Goals

Budget to Save

 

Set Financial Goals

Using Anthony’s financial goals below (or another) as an example, complete your own online or download a PDF.

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See what goals the other people of Building Wealth set.


Anthony’s Financial Goals

Anthony’s short-term goals

1.
Save $3,000 a year for three years to have $9,000 for a down payment on a house.

2.
Add $500 to my emergency fund in one year.


Anthony’s long-term goals

1.
Save and invest enough to have $25,000 in 15 years for children’s college education.

2.
Have $5,000 a month to live on when I retire in 30 years.


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From Chapter 2: Budget to Save