Home Financial Goal Worksheet: Find Your Gap and Next Move

Financial Goal Worksheet: Find Your Gap and Next Move

Everyone has money goals. But until you know the gap between what you want and what you already have, it’s hard to know what to do next.

Your goal has a gap. What’s yours?

Your Goal Has a Gap Worksheet is a one-page financial action plan. Write the number down, work out a realistic starting pace, and pick one thing you can do this week.

Preview of Your Goal Has a Gap worksheet: four steps to define a money goal, calculate a gap, choose a monthly pace and take action.

Get the printable one-page worksheet

Use it to record your goal, the money you have already saved, your estimated monthly target, and the step you’ll take this week.

Free resource

Take this resource with you

Enter your email once and I will send the resource straight to you.

Choose the resource only or the resource plus Financial Clarity. The resource is delivered either way.

MRM Downloadable

The simple savings calculation excludes interest, investment returns, inflation and fees. It is not a debt amortization or retirement-income projection. Educational use, not individualized financial advice.