Master List Of Goals (2023)

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Retirement Goals

Do you need help deciding when you want to retire?
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Do you want to retire early?
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Do you want to slow down and work part time (semi-retire)?
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Do you want to take sabbaticals during your career?
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Do you want to feel confident about your plans for retirement?
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Do you want to feel confident about your retirement income sources (e.g., investment accounts, retirement plans, pension plans, Social Security)?
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Do you want to feel confident about your current (and future) financial situation?
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Do you plan to change your residency in retirement?
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Family Goals

Do you want to have or adopt a child?
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Do you want to save for a child or relative’s education?
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Do you want to save for any family milestones (e.g., bar/bat mitzvahs, graduations, weddings)?
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Do you want to support family members who may require special needs planning?
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Do you have any parents or other family members you want to care for?
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Do you have plans to change your marital status?
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Self-Development & Professional Goals

Do you want to achieve financial independence or improve your overall financial health?
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Do you want to pursue more education or certifications for personal or professional reasons?
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Are you looking for professional advancement (new job, career, promotion)?
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Do you want to optimize your employee benefits and compensation package?
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Do you want to start your own business?
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Asset & Debt Goals

Do you want to reduce the risk of market volatility on your investments?
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Do you want to increase the rate of return on your investments?
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Do you want to improve your cash flow (increase income or reduce expenses)?
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Do you want to increase the amount you keep in your emergency fund?
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Do you want to save more for future goals?
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Do you want to protect your real and personal property from risk?
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Do you want to refinance or pay off any loans (such as mortgages or student loans)?
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Do you want to refinance, consolidate, or pay off any debts (such as high-interest credit cards)?
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Do you have plans for a second home or vacation/investment/rental property?
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Lifestyle Goals

Are you planning to move (such as changing your residence) now or in the future?
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Are you planning to purchase or sell a home?
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Are you planning to purchase or sell a second home?
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Do you want to make a significant home improvement or major purchase?
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Do you want to buy or lease a vehicle?
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Do you want to plan a large vacation now or in the future?
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Tax Planning Goals

Do you want to reduce your tax liability now?
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Do you want to reduce your tax liability in the future?
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Do you want to support a charity?
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Are you planning to sell a business, real estate, or another major asset?
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Health Care Goals

Do you need to plan for a disability?
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Do you want to plan for long-term care expenses?
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Do you want to plan for future medical expenses?
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Do you need to make changes to your health insurance coverage?
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Do you want to age in your home and avoid a nursing home?
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Do you need to prepare for a possible illness (for either you or your spouse)?
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Estate Planning & Wealth Transfer Goals

Do you want to provide gifts to your children and loved ones during your lifetime?
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Do you want to protect your assets from creditors, bankruptcy, or divorce?
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Do you want to feel secure that your appointed fiduciaries will carry out your wishes in the event of your incapacity and/or death?
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Do you want to ensure that your spouse or other family members are cared for in the event of your death?
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Are there charitable organizations that you want to support?
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Do you want to ensure your assets pass to your heirs easily?
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Do you want to place some restrictions on the assets your heirs will inherit?
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Miscellaneous Goals

Are there any other goals you want to consider that are not addressed above?
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Updated 12/1/2022

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