Developing Your Personal Financial Plan

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.


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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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