Money Matters: Values, Vision & Mission
| Type of service: | Writing from Scratch |
|---|---|
| Work type: | Essay (any type) |
| Format: | APA |
| Pages: | 2 pages ( 550 words, Double spaced |
| Academic level: | Undergrad. (yrs 1-2) |
|---|---|
| Subject or discipline: | Finance |
| Title: | Money Matters: Values, Vision & Mission |
| Number of sources: | 1 |
ASSIGNMENTS:
Assignment #1:
Read Chapter One.
This chapter overviews the financial planning process and explains its context. Topics include how financial plans change to accommodate your current stage in life and the role that financial planners can play in helping you achieve your objectives. After reading this chapter you will have a good perspective on how to organize your overall personal financial plan.
Write a brief paper covering: Please give your personal experience.
My Focus/goal is Pay off my credit cards, Saving kids education , increase my 401k saving for retirement
• How can using personal financial planning tools help you improve your financial situation? Describe changes you can make in at least three areas.
• Use Personal Financial Goals Worksheet (see Moodle) Describe your current status with goals reflecting your current situation and your expected life situation in 5 and 10 years. Discuss the reasons for the changes in your goals and how you’ll need to adapt your financial plans as a result. Which types of financial plans do you need for your current situation, and why?.
(Length: 2 pages excluding appendices and works cited if applicable.)
