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7.1.4 My investing goals

From Financial Consumer Agency of Canada

7.1.1 Investment knowledge quiz

7.1.2 Investing goals throughout life

7.1.3 Life stages and your investment goals

7.1.4 My investing goals

7.1.5 What kind of investor are you?

7.1.6 Case study: Thinking about investing

7.1.7 Risk tolerance—it’s about you

7.1.8 Saving, investing and debt

7.1.9 Personal values, emotions and behaviours

7.1.10 Summary of key messages

Use this checklist as a starting point to make a list of your investing goals. Place a check in the box for all the reasons that apply. Enter an approximate amount that you want to save for each. Then write a statement of your investing goals.

My investing goals

Ok	Short-term goals: Within the next year, I want to:	Amount needed
Short-term #1-I'm OK	have enough money coming in to pay for my basic needs and a little left over for fun	#1-short term amount $ Invalid format.
Short-term #2-I'm OK	put some money away for emergencies or in case I lose my job	#2-short term amount $ Invalid format.
Short-term #3-I'm OK	take a vacation	#3-short term amount $ Invalid format.
Short-term #5-I'm OK	pay off all of my credit cards	#5-short term amount $ Invalid format.
Short-term #6-I'm OK	get married	#6-short term amount $ Invalid format.
Short-term #7-I'm OK	enjoy a new hobby or get more education	#7-short term amount $ Invalid format.
Short-term #8-I'm OK	buy things for myself or my family (such as a new appliance, furniture, TV, clothing)	#8-short term amount $ Invalid format.
Short-term #9-I'm OK	give some money to charity	#9-short term amount $ Invalid format.
Short-term #10-I'm OK	help out my family members	#10-short term amount $ Invalid format.
Short-term #11-I'm OK	pay less money in taxes	#11-short term amount $ Invalid format.
Short-term #12-I'm OK	Short-term #12-text other:	#12-short term amount $ Invalid format.

Short-term result

Ok	Mid-term goals: In the next one to three years, I want to:	Amount needed
Mid-term #1-I'm OK	save for a new car or boat	#1-Mid-term amount $ Invalid format.
Mid-term #2-I'm OK	buy a home	#2-Mid-term amount $ Invalid format.
Mid-term #3-I'm OK	start a family	#3-Mid-term amount $ Invalid format.
Mid-term #4-I'm OK	fix up my home	#4-Mid-term amount $ Invalid format.
Mid-term #5-I'm OK	move to a new city	#5-Mid-term amount $ Invalid format.
Mid-term #6-I'm OK	change jobs	#6-Mid-term amount $ Invalid format.
Mid-term #7-I'm OK	Mid-term #7-text other:	#7-Mid-term amount $ Invalid format.

Mid-term result

Ok	Long-term goals: In the next three years or more, I want to:	Amount needed
Long-term #1-I'm OK	pay off student loans	#1-Long-term amount $ Invalid format.
Long-term #2-I'm OK	start my own business	#2-Long-term amount $ Invalid format.
Long-term #3-I'm OK	pay for my kids’ education	#3-Long-term amount $ Invalid format.
Long-term #4-I'm OK	pay off my mortgage	#4-Long-term amount $ Invalid format.
Long-term #5-I'm OK	save enough money to work or play when I want to	#5-Long-term amount $ Invalid format.
Long-term #6-I'm OK	build my savings so I’ll have steady income when I retire	#6-Long-term amount $ Invalid format.
Long-term #7-I'm OK	leave some money or property to family members	#7-Long-term amount $ Invalid format.
Long-term #8-I'm OK	Long-term #8-text other:	#8-Long-term amount $ Invalid format.

Long-term result

Download the interactive PDF and add it to your Financial Toolkit [PDF - 213KB]

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Date modified:: 2019-03-01