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GoalSettingandCareerPlanningWorksheetWeek113.xlsxSetting Personal Fin Goals (1)
| Name: | ERROR:#REF! | Date: | ERROR:#REF! | 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: | ERROR:#REF! | Date: | ERROR:#REF! | 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 | |||||||||
| Nature of the work | |||||||||
| General activities and duties | |||||||||
| Working conditions | |||||||||
| Physical surroundings, hours, mental and physical demands | |||||||||
| Training and other qualifications | |||||||||
| Earnings | |||||||||
| Starting and advanced | |||||||||
| Additional information | |||||||||
| Other questions that require further research | |||||||||
| Sources of additional information | |||||||||
| 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. | |||||||||
