Getting Started  <![CDATA[<a onClick="window.open('/olcweb/cgi/pluginpop.cgi?it=gif::::/sites/dl/free/0073106712/tbl01-0030-02.gif','popWin', 'width=NaN,height=NaN,resizable,scrollbars');" href="#"><img valign="absmiddle" height="16" width="16" border="0" src="/olcweb/styles/shared/linkicons/image.gif"> (K)</a>]]>
|  <![CDATA[<a onClick="window.open('/olcweb/cgi/pluginpop.cgi?it=jpg::::/sites/dl/free/0073106712/CCase_icon.jpg','popWin', 'width=NaN,height=NaN,resizable,scrollbars');" href="#"><img valign="absmiddle" height="16" width="16" border="0" src="/olcweb/styles/shared/linkicons/image.gif"> (K)</a>]]>
|
While in college, Pam Jenkins worked part-time and was never concerned about long-term financial planning. Rather than creating a budget, she used her checkbook and savings account (which usually had a very low balance) to handle her financial needs. After completing college, Pam began her career as a sales representative for a clothing manufacturer located in California. After one year, her assets consist of a 1999 automobile, a television set, some electronic entertainment equipment, and clothing and other personal belongs, with a total value of about $8,200. Questions - List various personal financial decisions that Pam might be thinking about at this point in her life.
- What are some short-term, intermediate, and long-term financial goals that Pam might want to develop?
- Explain which sections of Personal Financial Planner sheets 1-5 could be useful for Pam?
|
