1 / 6

Unit 1: Financial Planning Your Roadmap

In this unit, you will explore key concepts in financial planning, including the five essential steps in the financial planning process, the distinction between needs and wants, and how to set SMART goals that guide your monetary choices. You'll reflect on personal financial responsibility and develop an actionable plan towards achieving your BIG dreams. Start by identifying two significant financial goals, then outline small, immediate steps to work towards each. Inspire yourself by creating a visual reminder of your ambitions.

kylee-shaw
Télécharger la présentation

Unit 1: Financial Planning Your Roadmap

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Unit 1: Financial PlanningYour Roadmap What you have learned Action Plan

  2. What You’ve Learned in Unit 1 The five steps in the financial planning process The difference between a need and a want How to set SMART goals How you choose to use your money affects your goals What personal financial responsibility means Reach for the Stars

  3. Action Plan Action Step 1 Write down two BIG financial goals you would like to reach in your lifetime. Reach for the stars! Nothing is too big. Goal 1:___________ Goal 2:___________ Action Step 2 Write down two small steps you could take TODAY that would move you toward each goal. • Goal 1 Small Steps • _______________ • _______________ • Goal 2 Small Steps • _______________ • _______________

  4. Follow Your Dreams Susan Boyle worked her whole life on her skills as a singing artist. She got an opportunity on Britain’s Got Talent and made the best of it. Although she didn’t win, she became a recording artist of international renown. I Dreamed a Dream It’s not so much about the package, but what’s inside it.

  5. Action Plan Turn your action plan into a creative poster. Hang the poster in your bedroom or other location as a reminder of your future dreams and the process for getting there.

  6. Bibliography Text and Assignments NEFE High School Financial Planning Program, Student Guide. National Endowment for Financial Education. Greenwood Village, CO. 2001. Images Page 1: The University of Kent—Careers and Employability Service. “Action Planning.” Page 4: “Susan Boyle in Concert—US Tour.” Susan Boyle Official Website. 2014. Page 5: QuotesNSmiles. Dream Big Picture Quotes. All images not catalogued came from Microsoft ClipArt Gallery Online.

More Related