1. For each housemate, identify a SMART short-term goal that supports his or her success in achieving...

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1. For each housemate, identify a SMART short-term goal that supports his or her success in achieving an intermediate goal.

Throughout the text, the continuing case scenario at the end of each chapter will involve situations encountered by the housemates of 906 East College Street. All of the residents are either current students or recent graduates. Leigh, Blake, and Nicole are siblings. Their parents bought the home, which is close to campus, as an investment when Leigh started at the university her freshman year. The following profiles describe each of the housemates and their intermediate goals.

Housemate Profile Intermediate Goal Leigh Graduate, art teacher, oldest sister. Works part-time at the local co-op for the discount, sells artwork at the local farmer’s market, bikes to work. Vegetarian, loves to garden, and has four egglaying backyard hens.
Intermediate Goal: Backpack through Europe for a summer in five years Blake Junior, business student, brother. Expected to someday come back to work in the family business, but first he would like to try a career on Wall Street.
Intermediate Goal: Participate in Iron Man triathlon in five years Nicole Freshman, pre-nursing for the moment, youngest sister. Intermediate Goal: Graduate in four years Karri Fifth-year student, communications major. Loves shoes and high fashion, chocolate and wine, and New York City.
Intermediate Goal: Anchor the evening news for a local television network Peter Graduate from Culinary Art School, sous chef. Did an internship in Tokyo, would love someday to go back and visit. Originally from Colorado, wants to summit all of the state’s 14,000-foot peaks someday.
Intermediate Goal: Open his own sushi restaurant in three years Brett Second-year med student, focused on emergency medicine.
Interested in someday seeing the world via volunteerism for Doctors Without Borders.
Intermediate Goal: Complete med school and residency with as little debt as possible Jen Freshman at the community college, undecided major. Very social, fastest texter in high school graduating class.
Intermediate Goal: Transfer to the university in two years Jack Recent graduate in general studies. Currently tending bar part-time, no benefits. Would like to advocate for paintball as an Olympic sport.
Intermediate Goal: Decide on a career and avoid moving back in with mom and dad

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Personal Finance Building Your Future

ISBN: 9780077861728

2nd Edition

Authors: Robert Walker, Kristy Walker

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