Developing Your Personal Financial Plan

Criteria for Success: In this assignment, you will: Create a budget for a financial plan using Excel to ensure that the financial information is organized, accurate, and complete. Identify a personal savings goal and a time frame for reaching that goal. Explain your choice of housing option in the context of how it will help you achieve your selected financial goal. Align expenditures to reflect your selected financial goal. Reflect on how creating a step-by-step and organized approach to the assignment helped you to adjust your financial priorities and financial plan.

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