Section 3: Building Your Wealth
Looking Beyond the Horizon
These aren’t “what if”s — they’re likely “when”s
It’s easy to focus on today’s needs, but what about five, ten, or even fifteen years from now?
Think: kids’ college tuition, weddings, dream vacations, or even large purchases like a house or brand-new vehicle.
By identifying long-term expenses early and building them into your savings plan now, you’re not just buying future peace of mind; you’re freeing your future self from avoidable stress and debt.
Start small, dream big, and put that money to work while time is still on your side.
Note:
It’s suggested that purchasing brand-new vehicles (rather than used ones) would fall in this step as well.
Use the worksheet below to track your Distant Future Expenses goals.
Downloadable Worksheets
DISTANT FUTURE EXPENSES Worksheet
This worksheet is also included in the Annual Financial Checkup Section 3 bundle.
Section 3 Annual Financial Checkup bundle.
This bundle includes all the worksheets for Section 3, including the DISTANT FUTURE EXPENSES worksheet, in a single, easy-to-use PDF download.