Fill - Free fillable Form 36: PersonalFinancialPlan (Mr. Breitsprecher's Business Ed Home Page) PDF form

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1.11.2.A3

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©FamilyEconomics&FinancialEducation–RevisedMay2011–IntroductiontoFinanceUnit–LifeCycleofFinancialPlanning

FundedbyagrantfromTakeChargeAmerica,Inc.totheNortonSchoolofFamilyandConsumerSciencesTakeChargeAmericaInstituteatTheUniversityofArizona

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Byeducators…foreducators

PersonalFinancialPlan

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TotalPointsEarned

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Name

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36

TotalPointsPossible

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Date

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Percentage

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Class

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Directions:Answerthefollowingquestionsregardingyourpresentandfuturepersonalfinancialplan.

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PersonalFinancialPlan:Present

1. Listthreepersonalvalueswhichaffectyourcurrentfinancialplanning.

(3points)

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2. Whatstageofthefinanciallifecycleareyoucurrentlyin(stage1:basicwealthprotection,stage2:

wealthaccumulation,orstage3:wealthdistribution)?Howwillthisaffectyourpersonalfinancial

plan?

(2points)

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3. Whatarethreefinancialneedsthatyouhaveatthispointinyourlifecycle?

(3points)

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4. Howdoyourcurrentfinancialneedsaffectyourpers onalfinancial plan? 

(1point)

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1.11.2.A3

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©FamilyEconomics&FinancialEducation–RevisedMay2011–IntroductiontoFinanceUnit–LifeCycleofFinancialPlanning

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Byeducators…foreducators

PersonalFinancialPlan:Future

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5. Determinewhatgoalsyouwouldliketoachievethroughoutyourentirelife.Writethreeofthese

goalsasSMARTgoalsbelow.Tocreateacomprehensivefuturefi nancialplan,considereverystageof

thefinanciallifecyclewhenwritingyourgoals.

(5pointspergoal)

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a. Goal1

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b. Goal2

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c. Goal3

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6. Considerthegoalswritteninquestion5.Whatfinancialtaskswouldyouneedtocomplete

throughoutyourlifetohelpyoureachthesegoals?Onthetime lineprovided,mapoutthesefinancial

needs

indicatingwhichageoragerangethefinancialtaskwouldneedtooccur.Includeatleastsix

financialneedsthroughoutthetimeline.Examplesoffinanciallifecycleneedsincludedevelopingand

maintainingaspendingplan,establishingsavings,upgradingcaree rtrainin g, investinginretirement,

developingawill,etc.

(6points)

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1.11.2.A3

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©FamilyEconomics&FinancialEducation–RevisedMay2011–IntroductiontoFinanceUnit–LifeCycleofFinancialPlanning

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Byeducators…foreducators

6. Choosetwoofthefinancialneedsindicatedonyourtimeline.Explainhowcompletingth ese financial

taskswouldhelpyoureachyourgoals.

(2points)

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7. Identifythreeeventsthatcouldoccurinyourlifeinthenextfiveyearsthatcouldaltertheper s onal

financialplanyououtlinedforyourfuture.

(3points)

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8. Whydofinancialplanschangethroughoutaperson’slifecycle?

(1point)

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