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Unit 1: Financial Planning Your Roadmap

Unit 1: Financial Planning Your Roadmap. What you have learned Action Plan. What You’ve Learned in Unit 1. The five steps in the financial planning process The difference between a need and a want How to set SMART goals How you choose to use your money affects your goals

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Unit 1: Financial Planning Your Roadmap

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  1. Unit 1: Financial PlanningYour Roadmap What you have learned Action Plan

  2. What You’ve Learned in Unit 1 The five steps in the financial planning process The difference between a need and a want How to set SMART goals How you choose to use your money affects your goals What personal financial responsibility means Reach for the Stars

  3. Action Plan Action Step 1 Write down two BIG financial goals you would like to reach in your lifetime. Reach for the stars! Nothing is too big. Goal 1:___________ Goal 2:___________ Action Step 2 Write down two small steps you could take TODAY that would move you toward each goal. • Goal 1 Small Steps • _______________ • _______________ • Goal 2 Small Steps • _______________ • _______________

  4. Follow Your Dreams Susan Boyle worked her whole life on her skills as a singing artist. She got an opportunity on Britain’s Got Talent and made the best of it. Although she didn’t win, she became a recording artist of international renown. I Dreamed a Dream It’s not so much about the package, but what’s inside it.

  5. Action Plan Turn your action plan into a creative poster. Hang the poster in your bedroom or other location as a reminder of your future dreams and the process for getting there.

  6. Bibliography Text and Assignments NEFE High School Financial Planning Program, Student Guide. National Endowment for Financial Education. Greenwood Village, CO. 2001. Images Page 1: The University of Kent—Careers and Employability Service. “Action Planning.” Page 4: “Susan Boyle in Concert—US Tour.” Susan Boyle Official Website. 2014. Page 5: QuotesNSmiles. Dream Big Picture Quotes. All images not catalogued came from Microsoft ClipArt Gallery Online.

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