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    My Financial Plan For Work: By: Phoebe Longley

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    Phoebe Longley created a financial plan for the next two years while still living at home. She works seasonally at Pajo's and earns about $1,113 per month. Her goals include a camping trip costing $90 and new piercings for $140. Her long term goal is to buy her sister's car for $4,000. She estimates her monthly income will allow her to achieve these goals if she keeps working and focuses on saving. Potential challenges could be overspending on clothes or losing her job.

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    My Financial Plan For Work: By: Phoebe Longley

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    api-415629933
    16 views7 pages
    Phoebe Longley created a financial plan for the next two years while still living at home. She works seasonally at Pajo's and earns about $1,113 per month. Her goals include a camping trip costing $90 and new piercings for $140. Her long term goal is to buy her sister's car for $4,000. She estimates her monthly income will allow her to achieve these goals if she keeps working and focuses on saving. Potential challenges could be overspending on clothes or losing her job.

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    Phoebe Longley created a financial plan for the next two years while still living at home. She works seasonally at Pajo's and earns about $1,113 per month. Her goals include a camping trip costing $90 and new piercings for $140. Her long term goal is to buy her sister's car for $4,000. She estimates her monthly income will allow her to achieve these goals if she keeps working and focuses on saving. Potential challenges could be overspending on clothes or losing her job.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    16 views7 pages

    My Financial Plan For Work: By: Phoebe Longley

    Uploaded by

    api-415629933
    Phoebe Longley created a financial plan for the next two years while still living at home. She works seasonally at Pajo's and earns about $1,113 per month. Her goals include a camping trip costing $90 and new piercings for $140. Her long term goal is to buy her sister's car for $4,000. She estimates her monthly income will allow her to achieve these goals if she keeps working and focuses on saving. Potential challenges could be overspending on clothes or losing her job.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    of 7

     My Financial Plan for

    Work
    By: Phoebe Longley
    What are my work goals for the next two
    years?

     I currently work at Pajo's,


    however Pajo's is only open
    from April-October so during the
    winter I will just hibernate
    because for the next two years I
    wills till be living with my
    parents.
    Expenses per month

    Phone bill: 50$ 

    Food: 40$

    Personal shopping: 60$

    Social:20$

    Total: 170$ 
    Income

     Work: 12.65(hourly wage) X 22(average weekly hours)= 278.3(average weekly


    income)X2(paid bi-weekly)=556.60x2 (monthly balance)=1113.20$
     Parent: 16(weekly allowance)x4(monthly balance)=64$
    Setting Finacial goals worksheet

    Short range Medium range Long range


    goal goal goal
    • Camping trip • New • My sisters
    with friends piercings car before
    in august before winter my 17th
    • Total: 90$ break birthday
    • Total:140$ • Total:4000$
    Support for these goals

     My monthly income currently averages at about 1000 a month so as long as I keep


    working and focus on my goals I should be able to make it.
     The only challenges I could have for these goals would be if I went crazy spending
    money on clothes or if I got fired but I don’t think either of these will be happening any
    time soon.
    Self assesment

     Did you identify your career goals:  1/1


     Did you realistically estimate the financial costs of pursuing your identified goals? Did
    you list a range of specific costs?  8/12
     Did you identify sources of support?  2/2
     Did you describe a range of realistic and relevant short- and long-term strategies for
    funding your education and career goals?  13/15
     Did you identify potential challenges to funding goals and ways to meet these
    challenges:  4/5

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