Economics of Personal Finance Personal Financial Plan Format

Personal Financial Plan Rubric

Instructor: Professor Albert Pearsall

CATEGORY Outstanding (A) Good (B) Marginal (C) Poor (D or F)

Organization Information is very organized with well- constructed paragraphs and subheadings. Follows the required format.

Information is organized with well- constructed paragraphs. Follows the required format.

Information is organized, but paragraphs are not well-constructed. Follows the required format.

The information appears to be disorganized. Does not follow the required format. There is evidence of plagiarism.

Amount of Information

All topics are addressed and required information in the format is fully provided with detailed paragraphs

All topics are addressed and required information in the format is provided with detailed paragraphs, but is missing some facts.

All topics are addressed, and much of the required information is provided but the submission lacks important details.

Topics are not addressed as required, and the submission lack appropriate details. There is evidence of plagiarism.

Quality of Information

All the required worksheets have been completed, and are reflected in the plan narrative. Narrative fully reflects information from the worksheets. The math and numbers included in the document are correct.

Many of the required worksheets have been completed, and are reflected in the plan Narrative reflects information from the worksheets. The math and numbers included in the document are correct.

Some, but not enough of the worksheets have been completed. Narrative does not clearly reflect information from the worksheets. The math and numbers included in the document is mostly correct or have minor errors.

An inadequate number or worksheets or no worksheets have been completed. Narrative does not reflect information from worksheets. Too much of the math and numbers included in the document are incorrect. There is evidence of plagiarism.

Paragraph Construction

All paragraphs include introductory sentence, explanations or details, and concluding sentence.

Most paragraphs include introductory sentence, explanations or details, and concluding sentence.

Paragraphs included related information but were typically not constructed well.

Paragraphing structure was not clear and sentences were not typically related within the paragraphs.

Sources All sources (information and graphics) are accurately documented in the desired format.

All sources (information and graphics) are accurately documented, but a few are not in the desired format.

All sources (information and graphics) are accurately documented, but many are not in the desired format.

Some sources are not accurately documented. There is evidence of plagiarism.