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.
(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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