Personal Finance Mission Statement

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Write a 700- to 1,050-word personal finance mission statement that describes where you want to be financially and how you can get there.


Include the following:

  1. An analysis of your personal values as relates to finances.
  2. An analysis of your financial goals. Include at least 2 each of short-, mid-, and long-term goals. Be specific.
  3. An analysis of your future vision as relates to finances.
  4. Formulate one simple action to take to meet goals and vision.
  5. Formulate one complex action to take to meet your goals and vision. 

Format your paper consistent with APA guidelines. Use a separate section header for each of the 5 requirements. Points are deducted for not using these headers.


Note: The information that students use in individual assignments remains confidential between the student and the instructor.


Click the Assignment Files tab to submit your Microsoft® Word document.

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