Exp date e mail limit web site whats next for your

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Exp. Date e-mail Limit Web site What's Next for your Personal Financial Plan? * Talk to various personal and professional contacts to determine factors to consider when selecting various financial planning advisers. * Identify additional financial planning contacts that you might consider using in the future. Purpose: To create a directory of personal financial institutions and financial planning professionals. Instructions: Supply the information required in the spaces provided. Personal Financial Planner
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Name: Date: 3 Setting Personal Financial Goals Suggested Web sites: Short-Term Monetary Goals (less than two years) Description Amount needed Action to be taken Priority Example : pay off credit card debt $850 12 Use money from pay raise High Purchase 25 shares of TSX:CHR $190 2 Use extra earnings Low Pay off credit card $800 1 Pay off with earnings High Intermediate and Long-term Monetary Goals Description Amount needed Action to be taken Priority Nonmonetary Goals Description Time frame Action to be taken Next 2-3 months Register an account with an online bank 1 month Choose an online bank, choose an account type 2-3 months compare account types, and interest rates What's Next for your Personal Financial Plan? * Based on various financial goals, calculate the savings deposits necessary to achieve those goals. * Analyze current economic trends that might influence various saving, spending, investing and borrowing decisions. Purpose: To identify personal financial goals and create an action plan. Instructions: Based on personal and household needs and values, identify specific goals that require action.
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