A Master List of Financial Goals to Consider
Overview
Most people can name their top two or three financial goals without much thought, but the goals that get overlooked are usually the ones nobody thought to ask about, not the ones anyone actively rejected.
Working through a broader list periodically, rather than relying on the same few goals every year, tends to surface priorities that would otherwise stay unspoken.
What this checklist covers
- 1Retirement goals
- 2Family goals
- 3Lifestyle goals
- 4Tax planning goals
- 5Healthcare goals
Common questions

Keep the complete reference on hand
A printable one-pager for the dates, numbers, and items that matter.
PDF · 196 KB · No email required
Related Resources
Keep exploring planning basics
Articles, printable guides, and short videos on this topic. See the full Planning Basics hub.
Download
- Issues to Consider in Your Annual Review MeetingChecklists & Reference Guides
- What Documents Do I Need to Keep on File?Checklists & Reference Guides
- What Issues Should I Consider Before the End of the Year?Checklists & Reference Guides
Read
- What Does Narrow Market Performance Mean for Investors?October 14, 2026
- Financial MythBusters: Social Media Money Myths, Episode 1October 8, 2026
- Celebrating Meridian Financial Partners’ 11th AnniversarySeptember 30, 2026
Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.
