Posted: September 22nd, 2022

Developing a finanacial plan


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Developing your Financial Plan: Research the key elements of developing a financial plan. Incorporate these key elements into a four – five page summary of your personal financial goals. Your plan should include short, medium and long term goals, budget and cost considerations and values. Please ensure you include elements of a financial plan from the previous units in this class.

Note: The focus should be building a sound financial plan but you do not need to include or share personal financial details within your specific goals. For example – you could state a goal of saving 10% of your income for retirement versus stating you set a goal to save $7k per year or 10% of your income. I don’t need to know the actual numbers that pertain to your situation.

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