Lesson Objectives
- Identify the process for setting and achieving goals
- Assess your spending pattern in comparison to your financial goals
Assignment BUU2.3
- Once you have read the article “Where it all begins” in the previous Financial Planning assignment, complete the following:
- Use these assignment directions to create a (7 column x 4 rows) table, like the one in the link, in a new Google Document titled My SMART Goals-(your initials) that showcases your SMART Goals. You should have at least one short-term, one intermediate, and one long-term goal in your table. You should have at a minimum, 3-5 objectives for each goal you establish.
- If needed, you can refer back to the “Where it all begins” document.
- Once you have read the article “Where it all begins” in the previous Financial Planning assignment, complete the following:
- Prepare a new Google Document titled My Spending-(your initials) where you will create a (3 columns x 10 rows) table to list your personal spending for the last week. The table should look like this and use the directions therein. If you don’t know the exact amounts, provide rough estimates to complete the table.
- If needed, you can refer back to the “Where it all begins” document.