Business Essay

Business Essay

Order Details


Planning for your financial security is important at any age. It is never too early or too late to start saving for your retirement, children’s college education, or that vacation home you have always wanted to own. This course will give you an overview of what personal financial planning is all about. You will learn about the different steps needed to complete your own financial plan. With this information, you will be able to look at your finances and better prepare for your future. During each unit of this course you will be completing worksheets to assess your financial stability. All of these worksheets will become a part of your financial plan. Once you have completed all the worksheets, you will write up a summary and assess how well your financial plan has helped you make plans for your future.

Project Requirements:

Download and save the AB104 Financial Plan Workbook Excel file (located in the class or in the Doc Sharing tab). In each unit, you will fill in the assigned worksheet:

Unit 1

 1.1 Daily Spending log – Week 1

Unit 2

 1.2 Daily Spending log – Week 2

 2.1 Personal Financial Goals

 2.2 Create a Budget


Pre-Written Pages: 2


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