Course Name: AB007-Creating Your Financial Plan

The focus of this course is to help students analyze their budgeting assignments. Students will identify their goals and insert them into their budgets. This is also a point to reiterate trade-offs and wants versus needs (refer to module 6) to help keep a balanced working budget. Included in this module is the financial self-assessment worksheet that was initially provided in module 1 in addition to a budget review questionnaire. Students fill out the financial self-assessment worksheet. The self-assessment worksheet will give them a benchmark for their progress, as well as a direction for what they need to be working on. 1. Length of time to maintain records 2. Review progress on exercises 3. Creating your plan 4. Assessment of current situation 5. Analyze your assessment 6. Prioritize your goals 7. Develop a plan to achieve your goals 8. Review your plan 9. Monitor and modify your financial plan Questions? Email Trent Teegerstrom at tteegers@ag.arizona.edu.