Life Planning Presentation
Life Planning Assignment
Christian L. Estep
IE 6305, Spring 2019
My List of Personal Values & Goals
My Values
Honesty, Integrity, and Hard Work are core aspects to my personality and how I interact with others.
I deeply value the American characteristics of individuality, freedom, and personal responsibility.
I believe in the importance of formal education in the process of helping people to achieve their professional and career goals.
Maintaining strong family connections.
Having a strong relationship with God.
My Goals
Achieve financial freedom.
Graduate from UTA with a Masters in Engineering.
Become a Licensed Professional Engineer in the State of Texas.
Eventually retire with 1 million dollars in savings account.
Help my wife start her career as an Registered Nurse (RN) and work through to our retirement.
Have two children and fund their college through to their 1st Bachelors Degree.
In five years, get a high paying job as a Lead Designer and eventually become an Engineering Manager.
Quicken Analysis
Current Stats About Me
Married, Planning to start having children five years from now, (May, 2024).
Bachelor of Science Industrial Technology (BSIT) degree from The University of Texas – Permian Basin.
Master of Business Administration (MBA) with a concentration in Energy Business from The University of Texas – Permian Basin.
I currently work for a local Fort Worth oil and gas production equipment company as a CAD Engineering Designer. My wife currently works as a Pharmacy Technician.
Current Combined Salaries of $90,500 – My current salary of $58,500 and my wife’s salary of 32,000.
Future Expected Combined Salaries of $153,707 – Average Industrial Engineer Salary of $85,880 & Average Registered Nurse Salary of $67,827.
Current Savings of $20,000
Current Investments of $10,000
Combined Current Assets of Approximately $30,000
Current Living Expenses of $3,500 per month and a monthly budget of $6,961.