Financial Worksheet


In this assignment, begin establishing a personal financial plan, reflecting your learning to date in the course. Now that you have an appreciation for developing long-term and short-term financial goals, you will be able to plan appropriately and make adjustments to reflect your intentions as well as outline steps to make necessary changes. In this milestone, you will complete four spreadsheets: Worksheet 1: Personal Financial Goals Worksheet; Worksheet 2: Financial Objectives Worksheet; Worksheet 4: Balance Sheet Worksheet; and Worksheet 5: Simplified Income Statement Worksheet, and write a 2-3 page summary.

Sample Solution