Help the Sampsons summarize their current financial position, their goals, and their plans for achieving their goals by filling out the following worksheets

Current Financial Position Major Assets Savings (High, Medium, or Low) Money Owed Salary Amount Financial Goals Goal 1. Purchase a new car for Sharon this year How to Achieve the Goal How to Implement the Plan How to Evaluate the Plan Goal 2. Pay for the children's college education in 12-17 years from now How to Achieve the Goal How to Implement the Plan How to Evaluate the Plan Goal 3. Set aside money for retirement How to Achieve the Goal How to Implement the Plan How to Evaluate the Plan