Family Financial Goal Planner

What's inside. A 14-page printable planner that helps a household agree on shared savings goals and track them together. It starts with seven planning steps and age-by-age ideas for involving children, then a 20-minute monthly money meeting agenda with ground rules. Families write down what matters to them, brainstorm goal ideas, and score each idea on importance, timing and agreement (with three example rows). A goal plan records target, date, monthly amount, where the money is kept, who contributes what and four milestones; a filled-in example shows the arithmetic. A deposit tracker, a 52-week children's goal page, an earn-spend-save-give plan, meeting notes and an end-of-year review complete it. Educational, not financial advice.

Pages and sheets. Planning money goals as a family; Family money meeting guide; Values and priorities; Goal brainstorm and scoring; Goal plan (blank) and a worked example; Goal progress tracker; Children's savings goal page; Earning, spending, saving and giving plan; Meeting notes and end-of-year review.

Files and formats (PDF). Family-Financial-Goal-Planner-Letter.pdf (PDF, US Letter, 14 pages, 46 KB); Family-Financial-Goal-Planner-A4.pdf (PDF, A4, 14 pages, 46 KB). Every download also includes a ZIP of all files and a licence summary.

Licence. Standard Licence — use it for yourself, your household or your own business and print unlimited copies for that use; completed documents can go to your own clients. No reselling, sharing or redistributing the files.