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Worksheets

You supply the goals.

We’ll provide the resources.

Goal: “I want to buy a two-bedroom condo in the city.”

Reality: “You’ll need money for the down payment.”

Goal: “I want to send my child to the college of their choice.”

Reality: “You’ll need money for tuition, books and housing.”

Goal: “I’m getting married and I want a big wedding.”

Reality: “You’ll need money to cover catering and rentals.”

Goal: “I want to start my own business.”

Reality: “You’ll need money to get started.”

Every woman has her own list of goals. Some are for the near future—new home, new car, new baby. Some are saved for later—bigger home, college education, retirement. And while most women are pretty clear-cut when it comes to their goals, only about half are confident they’ll ever reach them. This is why solid planning is not only needed, it’s essential.

With so many financial options to choose from, it can seem overwhelming—especially when some of those options are better suited for your short-term goals versus your long-term goals. A State Farm agent can help shed some light on it all. They’ll listen to your objectives and then explain the differences in the financial products that are available to you. So you can make a more educated decision.