Financial Planning Unit
Go to my Planning Link on my website
http://hcoey.tripod.com/id2.html to find the links for all the information you are to collect. Please note that you may find other sources if you like--even
phoning directly :-)
Part A: Scenario: Imagine you are
in grade 12 this year and next year you will be going to school somewhere to get the education/training you will require for
one of your 5 Career Choices in the Career Cruising Project. You must pay for
your schooling as well as living on your own. Assume that you have $1,000 in
savings before you begin and that you will have a job earning you ~$1675 per month.
Work through check-list A collecting your information in a word document on your computer to show me when you are complete.
The budget to complete is linked at the very bottom...you might want to copy and paste into a word document and fill it out
as you go.
Part B: Scenario: Some time in
the future you would like to purchase your own house. To do this you will need
a 15% down payment saved up and be able to get a mortgage and pay the monthly payments.
Work through check-list B collecting your information in a second word document to show me when you are complete.
Part C: Scenario: You really want
to travel either before or after high school. Plan a trip, including your budget. Describe where you are going and what you are planning to do (include a picture of your
destination). Work through check-list C collecting your information in word document # 3 to show me when you
Part D: Scenario: In our world, Ethical Purchasing is becoming increasingly important. Research our options locally for a given item and complete the worksheet D with your gathered information. Save in word document #4 to show me when you are complete.