Question: This is the first Financial Planning Simulation Capstone Project installment as outlined in Module A located in the Learning Modules section. You will complete this
This is the first Financial Planning Simulation Capstone Project installment as outlined in Module A located in the Learning Modules section.
You will complete this discussion based on the elements of the financial planning process, short, intermediate, and long term personal financial goals, and key elements for a successful career plan.
Respond to the following questions:
Discuss your personal financial planning process by addressing the following:
Provide an example of one short, one intermediate, and one long term personal financial goal.
For each goal, determine a strategy that will help you to achieve each one.
Discuss how you would implement and monitor your progress for each of the three goals.
Discuss how you would evaluate your results and make necessary changes for each of the three goals.
Discuss the elements which contribute towards a successful career plan:
Explore possible career choices by taking the sixquestion Career Coach assessment and review the resulting traits, career matches, and indicated tasks. Summarize your results and indicate if you would be interested in any of the suggested careers.
Discuss two shortterm and two longterm career goals that would be part of your career planning.
Describe an action plan that you would utilize to achieve one shortterm and one longterm goal.
Provide an example of three employee benefits that would contribute towards an effective financial plan and explain why.
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