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How to Get the Most Out of Your Goal Planning Worksheet

Turn your dreams into actionable goals with a clear roadmap for success.

Big goals don’t happen by accident—they require clarity and a plan. Use this worksheet to define what matters most and assign timelines and costs to your short-, intermediate-, and long-term goals. Start by ranking priorities, then calculate monthly savings needed to stay on track. Automate contributions to make progress effortless, and revisit your plan annually to adjust for life changes. This process transforms vague aspirations into achievable milestones.
 
Key things you’ll learn:
  • How to prioritize and rank goals
  • Steps to calculate monthly savings
  • Tips for automating progress
Need help applying this? Talk to an advisor.

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As a top financial advisory firm in St. Louis, we’ve been established in local circles and national news outlets as industry thought leaders. Browse our featured resources to learn more about our approach to wealth management.

Why People Trust Plancorp with Their Financial Futures

  • Aligned by Design A compensation model built to succeed only when your wealth grows.
  • Fiduciary, Always Advice delivered solely in your best interest—no conflicts, no commissions.
  • Proven Over Time Decades of experience guiding clients through markets, change, and complexity.
  • Credentials That Matter CFP®, CFA®, and CPA credentials reflect deep expertise and rigorous standards.

CLIENT TESTIMONIAL

Our experience with Plancorp has been outstanding! The planning and delivery of services continues to be top notch! And most of all, Plancorp has listened to the goals and objectives for our family and kept that top of mind since day one.

Dan F., Client of 15+ years

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

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Disclosure

For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.

 

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