Criteria for Success: In this assignment, you will:
Create a budget for a financial plan using Excel to ensure that the financial information is organized, accurate, and complete.
Identify a personal savings goal and a time frame for reaching that goal.
Explain your choice of housing option in the context of how it will help you achieve your selected financial goal.
Align expenditures to reflect your selected financial goal.
Reflect on how creating a step-by-step and organized approach to the assignment helped you to adjust your financial priorities and financial plan.
What to submit/deliverables: Two completed templates: Assignment 2 Financial Plan Explanation Word Template and Assignment 2 Financial Plan Budget Excel Template.
Your goal for this assignment is to: Build your productivity skill by creating a plan for reaching a specific financial goal within an identified time frame. You will use productivity strategies to break financial planning into manageable, organized steps, and you will use Excel to develop a realistic plan that is aligned to your financial goal and considers economic drivers, requirements, and resources.
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