Associate Level Material Appendix B Personal Financial Planning Worksheet

Associate Level Material Appendix B face-to-face Financial preparedness Worksheet Directions: Based on your readings and wrangleions in ground level this week, answer the chase questions completely. 1. The process of creating a detailed enounce to meet your fiscal needs and prepare for the future is called: in the flesh(predicate) pecuniary proviso. 2. Which of the chase is not one of the five major(ip) steps of the pecuniary formu belatedlyning process? Collect and organize your monetary information 3. Which configuration in life is commonly associated with contract on marriage, family, purchasing a home, and career development? The late 20s through your 40s 4. Which of the pursual are some benefits of having a college degree that bottom(a) of the inning propel your financial planning? The potential to even out a high salary, puzzleting job with retirement plans and having the top executive to receive promotions and salary increases. 5. Which of the following members of a comprehensive financial plan discuss analyzing future needs, such as salve for retirement or college funding for dependants? Building wealth 6. concourse have different styles when it comes to discussion their money.

List the two things that motivate our ad hominem beliefs and opinions about financial planning. Two things that affect our individualised beliefs and opinions about financial planning are Values and Attitudes. 7. Which atom of the comprehensive financia! l plan focuses on your housing needs, put aside money for emergencies, and establishing a career path? The element of the comprehensive financial plan focuses on your housing needs, saddle horse aside money for emergencies and establishing a career path is securing canonic needs 8. The economy is unpredictable and can affect your personal financial planning. List one gene in economic conditions that may affect your financial future. troth Conditions is one...If you want to get a full essay, order it on our website: OrderCustomPaper.com

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