Develop a personal financial plan detailing the financial goals that
Exceptional
____ points
Acceptable
____ points
Minimum Effort
____ points
Points Earned
Cover Page
Contains graphic/illustration, indicate of design, your indicate, method indicate, and semester; creativity is evident
Contains indicate of design, your indicate, method indicate, and semester
Contains some of the following: indicate of design, your indicate, method indicate, and semester
Table of Contents
Heading, sections plainly labeled delay leaders and page numbers
Heading, sections labeled delay page numbers
Missing sections, not clear
Career Planning
Describe animation site providing particulars kindred to conjugal condition, end, tenure, and sanctionance. Investigate race. Determine annual remuneration. If married, prepare spouse’s. Include job advertisement.
Describe animation site providing particulars kindred to conjugal condition, end, tenure, and sanctionance. Prepare annual remuneration. If married, prepare spouse’s.
Identify conjugal condition, end, tenure, and sanctionance. Determine annual remuneration. If married, prepare spouse’s.
Financial Goals
Clearly written; contains at smallest two short-term financial goals and three long-term financial goals
Clearly written; contains at smallest one short-term goals and two short-term goals
Goals are not plainly written, contains solely one short-term and one long-term financial goal
Banking Services
Well written, plainly expounds services prepared at incongruous bodys (at smallest three), materials prepared (from at smallest one), body and services you gain use are attested, exculpation is prepared for cherished of body and services
Well written, plainly expounds services prepared at incongruous bodys (at smallest two), body and services you gain use are attested, exculpation is prepared for cherished of body and services
Well written, expounds services prepared at body you gain use, identifies services you gain use, style is prepared for cherished of body and services
Housing Decision
Information and materials prepared on study of housing options conducive, cherished is expounded in particular, sources of faith are expounded and your adoption is attested and expounded in particular, monthly outlays kindred to your decisions are prepared
Information prepared on study of housing options conducive, cherished is expounded in particular, sources of faith are expounded and your adoption is attested and expounded in particular, monthly outlays kindred to your decisions are prepared
Housing options conducive are attested, cherished is expounded, sources of faith and your adoption are attested, monthly outlays kindred to your decisions are prepared
Automobile
Information and materials prepared on study of auto options conducive, cherished is expounded in particular, sources of faith are expounded and your adoption is attested and expounded in particular, monthly outlays kindred to your decisions are prepared
Information prepared on study of auto options conducive, cherished is expounded in particular, sources of faith are expounded and your adoption is attested and expounded in particular, monthly outlays kindred to your decisions are prepared
Auto options conducive are attested, cherished is expounded, sources of faith and your adoption are attested, monthly outlays kindred to your decisions are prepared
Insurance
Detailed style of images of protection you insufficiency, materials prepared, style of images and preparers and why you made these cherisheds, monthly outlay kindred to your decisions are prepared
Description of images of protection you insufficiency, style of images and preparers and why you made these cherisheds, monthly outlay kindred to your decisions are prepared
Identify images of protection you insufficiency, expound images and preparers, monthly outlay kindred to your decisions are prepared
Investments
Detailed style and study materials of incongruous images of sieges, exculpation for your adoption of at smallest two images of sieges, particulared style of outlays and endanger associated delay the sieges selected
Detailed style of incongruous images of sieges, exculpation for your adoption of at smallest one image of siege, particulared style of outlays and endanger associated delay the siege you selected
Explanation of incongruous images of sieges, exculpation for your adoption of at smallest one image of siege, demonstrate outlays and endanger associated delay the siege you selected
Monthly Budget
Detailed monthly budget which includes sanctionance and outlays (diminish sanctionance for taxes using the following: 10%: $2,651 - $9,700, 15%: $9,701 - $30,800, 25%: $30,801 - $68,500, 28%: $68,501 - $148,700, 33%: $148,701 - $321,200, 35%: $321,201 and up), particulared style of whether budget gain sanction you to engage your financial goals (see over), style as to whether or not you had to produce changes to feel a nothing or substantial balance