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part 1, you will do a financial plan based on the scenario described above. You'll use your productivity skills to organize your plan, and you'll

part 1, you will do a financial plan based on the scenario described above. You'll use your productivity skills to organize your plan, and you'll use your problem solving skills to determine a reasonable rate of savings to reach your goals. Finally, you'll apply your technology skills to ensure that your budget is balanced, and expenditures (like housing) don't exceed your employment income. In part 2, you will answer reflection questions about the decisions you made and the skills you leveraged while building your plan.

  • Create a budget for a financial plan using Microsoft Excel, ensuring that the information is organized, accurate, and complete.
  • Identify a personal savings goal and a time frame for reaching it.
  • Explain how your choice of housing will help you achieve your personal savings goal.
  • Align your expenditures to support your goal.
  • Reflect on how creating a step-by-step and organized approach to the assignment helps you adjust the financial priorities in your plan.

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