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Jamie Lee Jackson, age 24, has recently decided to switch from attending college part-time to full-time in degree and aims to graduate within the next

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Jamie Lee Jackson, age 24, has recently decided to switch from attending college part-time to full-time in degree and aims to graduate within the next three years. She has 55 credit hours remaining in order to ea and knows that it will be a challenge to complete her course of study while still working part-time in the bal grocery store, where she earns $320 a week. Jamie Lee wants to keep her part-time job at the grocery sto creates very decorative cakes. She dreams of opening her own cupcake caf within the next five years. Sh returning to school full-time she will forgo any free time that she enjoys now socializing with friends. Jamie Lee currently shares a small apartment with a friend and they split all of the associated living expens although she would really like to eventually have a place of her own. Her car is still going strong, even thou she has no plans to buy a new one any time soon. She is carrying a balance on her credit card and is maki payments of $60 with hopes of paying it off within a year. Jamie has also recently taken out a student loan costs and expenses. Jamie Lee also began depositing $1,250 a year in a savings account that earns 2% in the $5,000 down payment needed to start the cupcake caf one year after graduation. Current Financial Situation: Checking account Emergency fund savings account Car Student loan Credit card balance $1,390 $3,800 $5,400 $6,800 $550 $2,475 $1,700 Gross annual salary Net monthly salary Based on her personal and household needs and values, use the drop-down menus in each cell below to term financial goals, intermediate and long-term financial goals, and non- monetary goals. Short-Term Monetary Goals Amount Months to mit Student loan Credit card balance Gross annual salary Net monthly salary $6,800 $550 $2,475 $1,700 Based on her personal and household needs and values, use the drop-down menus in each cell below to term financial goals, intermediate and long-term financial goals, and non-monetary goals. Short-Term Monetary Goals Amount Description Needed Months to Acheive Action To Be Taken Priority Intermediate and Long-Term Goals Amount Description Needed Months to Acheive Action To Be Taken Priority Non-Monetary Goals Description Time Frame Action To Be Taken Short-Term Monetary Goals Amount Description Needed Months to Acheive Action To Be Taken Priority Intermediate and Long-Term Goals Amount Description Needed Months to Acheive Action To Be Taken Priority Non-Monetary Goals Description Time Frame Action To Be Taken Jamie Lee Jackson, age 24, has recently decided to switch from attending college part-time to full-time in degree and aims to graduate within the next three years. She has 55 credit hours remaining in order to ea and knows that it will be a challenge to complete her course of study while still working part-time in the bal grocery store, where she earns $320 a week. Jamie Lee wants to keep her part-time job at the grocery sto creates very decorative cakes. She dreams of opening her own cupcake caf within the next five years. Sh returning to school full-time she will forgo any free time that she enjoys now socializing with friends. Jamie Lee currently shares a small apartment with a friend and they split all of the associated living expens although she would really like to eventually have a place of her own. Her car is still going strong, even thou she has no plans to buy a new one any time soon. She is carrying a balance on her credit card and is maki payments of $60 with hopes of paying it off within a year. Jamie has also recently taken out a student loan costs and expenses. Jamie Lee also began depositing $1,250 a year in a savings account that earns 2% in the $5,000 down payment needed to start the cupcake caf one year after graduation. Current Financial Situation: Checking account Emergency fund savings account Car Student loan Credit card balance $1,390 $3,800 $5,400 $6,800 $550 $2,475 $1,700 Gross annual salary Net monthly salary Based on her personal and household needs and values, use the drop-down menus in each cell below to term financial goals, intermediate and long-term financial goals, and non- monetary goals. Short-Term Monetary Goals Amount Months to mit Student loan Credit card balance Gross annual salary Net monthly salary $6,800 $550 $2,475 $1,700 Based on her personal and household needs and values, use the drop-down menus in each cell below to term financial goals, intermediate and long-term financial goals, and non-monetary goals. Short-Term Monetary Goals Amount Description Needed Months to Acheive Action To Be Taken Priority Intermediate and Long-Term Goals Amount Description Needed Months to Acheive Action To Be Taken Priority Non-Monetary Goals Description Time Frame Action To Be Taken Short-Term Monetary Goals Amount Description Needed Months to Acheive Action To Be Taken Priority Intermediate and Long-Term Goals Amount Description Needed Months to Acheive Action To Be Taken Priority Non-Monetary Goals Description Time Frame Action To Be Taken

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