Hi Sarahmrkhan, Yes, you are right , I checked the 1st posted but I forgot to post it. As you read that the professor asks me I should turn in it even late. Wither she likes or does not like but I should turn in it to her. Please, do it as soon as possible early.
BUSA 301/FIN 301 Personal Finance Rush Personal Financial Plan Guidelines Personal Financial Plan Guidelines- Worksheets & Reflection Write-up Due Sunday, April 26th at 11:59 pm via Laulima Drop Box The Your Personal Financial Plan worksheets that correlate with sections of the text are conveniently located at the end of each chapter. Provided is an Excel workbook containing these spreadsheets for each of the chapters we have discussed this term. These sheets apply concepts learned in the text to your unique situation and serve as a roadmap to your personal financial future. Key websites are provided on these worksheets to help you research and devise your personal financial plan. The Personal Financial Plan due at the end of the term has two parts: First are the Worksheets assigned with each chapter (42 worksheets in total) and second is the Reflection Write-up portion, to be filled out after your worksheets have been completed. Tutorials on each worksheet have been provided in the Chapter Lectures in which the sheets correlate to. The Reflection Write-up portion requires you to answer and explain with real life details the following questions listed below. As with all writing assignments, you will be graded on your spelling, grammar, punctuation and overall ability to answer each question with details and appropriate analysis where needed. Please treat this Reflection Write-up assignment as you would a term paper. The length of the write-up is not as important as the quality of the write-up. A general guideline for length could be between 4-6 pages depending on the depth of your answers. Please use 12pt font, double spaced and 1 inch margins for your write-up. Answer the following Questions to be turned in with your completed Personal Financial Plan Worksheets: REFLECTION WRITE-UP 1. Define your financial goals. Include examples and details. 2. Explain if or how you goals are realistic, especially for your timeline allotted. 3. How can you bring your spending in line with your goals? Explain your process. 4. What money mistakes are you currently making? Include examples and details. 5. How are you measuring your progress on your goals? Explain. 6. Have you found ways to maximize your money? Include examples and details. 7. Have you identified risks you hadn't previously thought of? Include examples and details. 8. Are you more confident with your money after completing your PFP? Include examples and details. 9. Are you on the path to building wealth? Explain and include your process. 10. How much investment risk do you want or need to take? Explain. 11. What kind of current lifestyle do you want vs. need? Explain. 12. What kind of future lifestyle do you want vs. need? Explain. 13. What did you learn about yourself by completing this PFP? 1|Page BUSA 301/FIN 301 Personal Finance Rush Personal Financial Plan Guidelines WORKSHEET & REFLECTION WRITE-UP GRADING: Grammar/ Spelling/ Punctuation: Did you use correct grammar, spelling and punctuation? Make sure to spell check and proof read your worksheets and write-up! (Both documents need to be polished and in final draft form when turned in to receive full credit). 10 points Reflection Write-up: Are all questions written out first prior to answering? Are all of the questions answered in the write-up and include examples, details and a necessary explanation? (Grading is approximately 3 points per question). 40 Points PFP Worksheets: Did you fully complete all assigned worksheets? Did you provide realistic data and details where required? (Grading is approximately 3.5 points per worksheet. 150 Points Total Points Possible: 200 Points 2|Page
