Above: Mrs. Trowbridge

What car would you rather have in 5 or 10 years?

This Car?

or

This Car?

What house would you rather have in 5 or 10 years?

This House?

or

This House?

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Fast forward 5 or 10 years into your future. You are going to visit a Financial Planner, but before your appointment she needs to know what kind of lifestyle you would like to live. What kind of job will you have? What kind of house and car will you have?

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1. Print out the Goal Setting Worksheet

2. Complete this worksheet realistically, and turn it in to Mrs. Trowbridge.

3. Choose an occupation.

4. Calculate your future salary, using Salary link.

5. Print out the Job Worksheet record the information you found.

6. Research the car you would like to be driving, by using the car links.

7. Print out the Car Worksheet and record the information you found.

8. Research the house you would like to be living in, by using the house links.

9. Print out the House Worksheet and record the information you found.

10. Create a 6 slide Personal Finance Portfolio Power Point according to the worksheet.

11. Save this file as your name portfolio (For Example: Mrs. Trowbridge's portfolio) in your

E-commerce/Presentation folder.

12. Print the Power Point 6 slides per-page and turn in to Mrs. Trowbridge.

 

 

 

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Goal Setting Worksheet

Car Worksheet

House Worksheet

Job Worksheet

Car links:

NADA

Kelley Blue Book

House Links:

Realtor

Marymacrealtor

Coldwell

Job links:

Monster

Careerbuilder

Salary

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Create a 6 slide Personal Finance Portfolio Power Point according to the worksheet.

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Where I got my images from:

http://www.homelumber.com/images/nice_house.jpg

http://www.consolidateddiversions.com/images/fury.jpg

http://travelinvan.com/images/common/vansmall_300x185.gif

http://www.autopress.be/Temporaires/SALON/GENEVE/Honda%20Concept%20HSC.jpg

 

© 2005 CCR December 15, 2005