Personal Financial plan

Attached you will find the budget chart that I wish for you to use for this project. Instructions on how to fill out the chart are inside the budget. If you have questions please feel free to ask me. 

**Please note that the two worksheets should be completely separate from your budget. I am not looking for graphs of say expenses or your income. You may include that, but that is not the worksheets that are required. I am looking for worksheets that would help you achieve your goals.**

GRADING:

A. Text only (summary for each category) and no graphics/worksheets: 60-70 points;

B. Text (each summary) and at least two (2) financial worksheets: 71-85 points;

C. Text, at least two (2) worksheets, and the provided budget chart: 86-100 points.

Instructions: Describe your financial goals in short-answer format accordingly:

1. List a short-term financial goal and the strategy that you will use to reach the goal.

2. List an intermediate financial goal and the strategy that you will use to reach the goal.

3. List a long-term financial goal and the strategy that you will use to reach the goal.

This assignment is due in week 8 on 08/22/17 by 11:59 PM .

You are encouraged to use financial worksheets/spreadsheets, financial calculators (mortgage calculator, for example), and other resources that you find helpful to mapping your current and long-term financial goals. You may use resources from the textbook, Dave Ramsey, or other creditable sites and resources. Please reference all resources that are not your own. 

 

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