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Milestone One: Short-Term Personal Financial Goals

In this assignment, begin establishing a personal financial plan, reflecting your learning to date in the course. Now that you have an appreciation for developing long-term and short-term financial goals, you will be able to plan appropriately and make adjustments to reflect your intentions as well as outline steps to make necessary changes. In this milestone, you will complete four spreadsheets: Worksheet 1: Personal Financial Goals; Worksheet 2: Personal Financial Plan; Worksheet 3: Personal Balance Sheet; and Worksheet 4: Personal Income Statement, and write a 2-3 page summary.

Plagiarism Free

With supporting sources

Reference Textbook:

Managing Personal Finance FIN 250
Attachments:
application/pdf iconfin_250_milestone_one_guidelines_and_rubric.pdf
application/vnd.ms-excel iconworksheet_01_personal_financial_goals.xls
application/msword iconworksheet_02__personal_financial_plan.doc
application/vnd.ms-excel iconworksheet_03_personal_balance_sheet.xls
application/vnd.ms-excel. iconworksheet_04_personal_income_statement.xls.

Milestone One: Short-Term Personal Financial Goals

In this assignment, begin establishing a personal financial plan, reflecting your learning to date in the course. Now that you have an appreciation for developing long-term and short-term financial goals, you will be able to plan appropriately and make adjustments to reflect your intentions as well as outline steps to make necessary changes. In this milestone, you will complete four spreadsheets: Worksheet 1: Personal Financial Goals; Worksheet 2: Personal Financial Plan; Worksheet 3: Personal Balance Sheet; and Worksheet 4: Personal Income Statement, and write a 2-3 page summary.

Plagiarism Free

With supporting sources

Reference Textbook:

Managing Personal Finance FIN 250
Attachments:
application/pdf iconfin_250_milestone_one_guidelines_and_rubric.pdf
application/vnd.ms-excel iconworksheet_01_personal_financial_goals.xls
application/msword iconworksheet_02__personal_financial_plan.doc
application/vnd.ms-excel iconworksheet_03_personal_balance_sheet.xls
application/vnd.ms-excel iconworksheet_04_personal_income_statement.xls

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