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 are complete.

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.