EC225/EEC2329 Rasmussen SEC3 Module 5 Financial Goal Course Project I added the work sheet with it Module 05 Course Project – Setting a Financial Goal for

EC225/EEC2329 Rasmussen SEC3 Module 5 Financial Goal Course Project I added the work sheet with it

Module 05 Course Project – Setting a Financial Goal for Your Chosen Family

In this assignment, you will develop the final element for your Family Resource Packet. In it, you will explore a financial goal that your family has or might want to meet. Some common financial goals that families set are:

purchasing a house/car
going on vacation
paying off a debt
saving for retirement
attending college

Download and open the Setting a Financial Goal Worksheet provided below:

File: Setting a Financial Goal Worksheet

Submit your completed assignment to the drop box below. Please check the Course Calendar for specific due dates.

Save your assignment as a Microsoft Word document. (Mac users, please remember to append the “.docx” extension to the filename.) The name of the file should be your first initial and last name, followed by an underscore and the name of the assignment, and an underscore and the date. An example is shown below:

Jstudent_exampleproblem_101504

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Module 05 Course Project Worksheet
Setting a Family Financial Goal
Your Name:
Family’s Financial Goal Item
Your Chosen Family’s Name:
Details for your Family
Identify one long-term financial
goal for your family:
Break down the family’s financial
goal into a short-term goal and a
medium-term goal:
•
Short-term goal:
•
Medium-term goal:
Costs (how much to save each
day/week/month etc.)
What resources and/or
educational materials are needed
to reach goal?
Other steps needed to reach goal:
Legitimate issues that may arise:
Page 1
Confidential & Proprietary
Rasmussen, 2009

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