Worksheet Packet Example

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GoalSettingandCareerPlanningWorksheetWeek1.xls
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Setting Personal Fin Goals (1)

Name: Chenzhi Yang Date: June/6/2020 2
Setting Personal Financial Goals
Purpose: To identify personal financial goals and create an action plan.
Financial Planning Activities: Based on personal and household needs and values, identify specific goals that require action.
Suggested Websites: financialplan.about.com www.planwise.com www.360financialliteracy.org
Suggested App: Urge
Your Personal Financial Plan
Short-Term Monetary Goals (less than two years)
Description Amount needed Months to achieve Action to be taken Priority
Example : pay off credit card debt $850 12 Use money from pay raise High
Intermediate Monetary Goals (two to five years)
Description Amount needed Months to achieve Action to be taken Priority
Long-Term Monetary Goals (beyond five years)
Description Amount needed Months to achieve Action to be taken Priority
Nonmonetary Goals
Description Time frame Actions to be taken
Example: Set up file for personal financial records and documents Next 2-3 months Locate all personal and financial records and documents; set up files for various spending, saving, borrowing categories

Career Area Research Sheet (2)

Name: Date: December 31, 1899 4
Planning Your Career
Purpose: To become familiar with work activities and career requirements for a field of employment.
Financial Planning Activities: Using the Career Occupational Outlook Handbook and other information sources (library materials, interviews, websites) to obtain information related to one or more career areas of interest to you.
Suggested Websites: www.monster.com www.rileyguide.com careerplanning.about.com
Suggested App: Job Search Organizer
Your Personal Financial Plan
Career Area/Job Title Convenience store owner
Nature of the work Operate stores, purchase from suppliers, and become franchisees, selling everyday items such as beverages, snacks, vegetables, meat, and other household items.
General activities and duties
Working conditions I run the store by myself, It operates 24 hours a day when there are many people; in the morning when there are few people, and closes after 12.00 PM
Physical surroundings, hours, mental and physical demands
Training and other qualifications Food Authority or relevant certification is required
Earnings Income is not fixed, to regular customers and neighbors to establish relations, understand the customer's preferences to purchase
Starting and advanced
Additional information Join Amazon store or other platforms,such as Ebay.
Other questions that require further research Establish a good relationship with the frequent visitor; calculate the monthly income and expenditure, balance the purchase and sale
Sources of additional information Food regulatory authority, Business license of individual business
Publications, trade associations, professional organizations, government agencies
What's Next for Your Personal Financial Plan?
* Talk with various people who have worked in the career fields of interest to you.
* Outline a plan for long-term professional development and career advancement.