week1 assignment1Appendix_B

week1 assignment1Appendix_B - Associate Level Material...

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Associate Level Material Appendix B Personal Financial Planning Worksheet Directions: Based on your readings and discussions in class this week, answer the following questions completely. 1. The process of creating a detailed plan to meet your financial needs and prepare for the future is called: b. Personal financial planning. a. Developing goals. b. Personal financial planning. c. Collecting financial information. d. Personal finance. 2. Which of the following is not one of the five major steps of the financial planning process? c. Collect and organize your financial information. a. Analyze your current finances. b. Establish and implement your plan. c. Collect and organize your financial information. d. Reevaluate and revise your plan as needed. 3. Which phase in life is commonly associated with focus on marriage, family, purchasing a home, and career development? c. Late 20s through your 40s. a.
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week1 assignment1Appendix_B - Associate Level Material...

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