Intermediate and Long-Term Monetary Goals
Description			Amount needed	Months to achieve	Action to be taken		Priority
Nonmonetary Goals
Description			Time frame	Actions to be taken
Example: set up file for personal financial records and documents			Next 2-3 months	. Locate personal and financial records and documents. . Set up file for various spending, saving, borrowing categories.
What's Next for your Personal Financial Plan?
* Based on various financial goals, calculate the savings deposits necessary to achieve those goals.
* Analyze current economic trends that might influence various saving, spending, investing, and borrowing decisions.