Personal Financial Goals and Personal Financial Statements
Complete the following 3 excel worksheets:
• Personal Financial Goals–Identify at least 2 short-term and
2 intermediate or long-term monetary goals.
• Personal Balance Sheet–Complete.
• Personal Cash Flow Statement–Complete.
You will be able to download the excel spreadsheets in the
Student Materials link.
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(Note. The information that students use in individual assignments
remains confidential between the student and the instructor. Since these are
academic exercises, you may provide hypotheticals too.)
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