- Criteria for Success: In this assignment, you will:
- Create a budget for a financial plan using Excel to ensure that the financial information is organized, accurate, and complete.
- Identify a personal savings goal and a time frame for reaching that goal.
- Explain your choice of housing option in the context of how it will help you achieve your selected financial goal.
- Align expenditures to reflect your selected financial goal.
- Reflect on how creating a step-by-step and organized approach to the assignment helped you to adjust your financial priorities and financial plan.
What to submit/deliverables: Two completed templates: Assignment 2 Financial Plan Explanation Word Template and Assignment 2 Financial Plan Budget Excel Template.
Your goal for this assignment is to: Build your productivity skill by creating a plan for reaching a specific financial goal within an identified time frame. You will use productivity strategies to break financial planning into manageable, organized steps, and you will use Excel to develop a realistic plan that is aligned to your financial goal and considers economic drivers, requirements, and resources.