Segmentation of Financial Goals

Short-Term

Debt Management
Rainy Day Fund

Mid-Term

Car, Vacation, Furniture, ????
Saving for College

Long-Term

Retirement Plan / 401(k) / Pension Plan
Traditional and Roth IRAs
Social Security
Life Insurance

Checklist

Wills, Living Wills
Insurance - Life, Umbrella, Health, Disability, Long-Term Care, etc.
Beneficiary Designations
Gifting (family and charity), Tithing, Transition Plans