Setting Your Goals and Objectives
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Setting Your Goals and Objectives
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Setting Your Goals and Objectives

The third step in developing an effective estate plan is to have a firm grasp on what you're trying to accomplish.

Now we're getting into unchartered territory for many of you, but don't give up. We all have a good idea of what we want for our family members and other loved ones.  For example, you may want your spouse to continue the same standard of living that the two of you enjoy right now. You may also want your children to have a college education, or a nice wedding, or own a home, or start a business, etc.

The difficulty many people have is getting it all down on paper. But, we can help with that as well. Our workbook, entitled "Setting Your Goals And Objectives," gives you plenty of room to record and prioritize your goals and objectives according to your own values and beliefs.

Remember, we're looking for your goals and objectives here, not whether you believe you have enough money to actually accomplish them. We'll tackle that issue later on.


Setting Your Goals and Objectives Workbook  »


When you have finished with this workBook, please go to Step 4 - Developing a Plan of Action.
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