We all have financial goals – buying or
renting a home, purchasing a car, paying off a loan, or saving up for a
vacation. And it can be challenging to figure out exactly how to save toward
these goals, given the numerous expenses of daily living. A financial plan
helps you identify how you can reach your short-term and long-term goals and
leverage planning and organization strategies to make meaningful, incremental
progress toward realizing these goals.

Your goal for this assignment is to
build your productivity skill by creating a plan for reaching a specific
financial goal within an identified time frame. You will use productivity
strategies to break financial planning into manageable, organized steps. You
will use Microsoft Excel to develop a realistic plan aligned to your financial
goal – one that considers economic drivers, requirements, and resources.

SCENARIO: Imagine that you are in a position where you need to
move – this could be because of a change in job, a need to modify your living
arrangements, or something else. In addition to searching for different
housing, you want to begin saving for a specific financial goal.