One-Page Financial Plan

Financial Goals

Short-Term (1-3 years)

1. Emergency Fund: Save three to six months worth of living expenses in a high-yield savings account.

2. Debt Repayment: Develop a plan to pay off high-interest debts, starting with the most burdensome.

Medium-Term (3-5 years)

1. Homeownership: Begin saving for a down payment on a house if homeownership is a goal.

2. Education Fund: Contribute regularly to a 529 plan or other education savings account for future education expenses.