nit 2Insurance Objectives--Budget Information

Objective #1:
Your goal is: ($)
 Your total monthly investments towards this goal are: ($)

When do you anticipate making the first withdrawal
from your investment portfolio for this goal?
Less than 3 years 7 to 10 years Over 15 years
3 to 6 years 11 to 15 years  

Over what time period do you anticipate making withdrawals
from your investment portfolio for this goal?
Less than 3 years 7 to 10 years Over 15 years
3 to 6 years 11 to 15 years  
 
Objective #2:
Your goal is: ($)
 Your total monthly investments towards this goal are: ($)
Less than 3 years 7 to 10 years Over 15 years
3 to 6 years 11 to 15 years  

Over what time period do you anticipate making withdrawals
from your investment portfolio for this goal?
Less than 3 years 7 to 10 years Over 15 years
3 to 6 years 11 to 15 years  
 
Objective #3:
Your goal is: ($)
 Your total monthly investments towards this goal are: ($)
Less than 3 years 7 to 10 years Over 15 years
3 to 6 years 11 to 15 years  

Over what time period do you anticipate making withdrawals
from your investment portfolio for this goal?
Less than 3 years 7 to 10 years Over 15 years
3 to 6 years 11 to 15 years  
 

Contact  Retirement Council, Inc. for assistance with the financial planning process.

Complete the following forms to better assist you  in the financial planning process.

Income Statement
Balance Sheet
Objectives
Horizons