Homework #1

Complete the following activities and worksheets:

1.1 Money Personality,

1.2 Clarifying Values,

1.3 Vision Statement,

1.4 Mission Statement,

1.5 Goals,

and 1.6 SMART Goals (pages 23-25.).

All worksheets must be completed to earn 25 points. Points will be deducted if the worksheets are not complete.

Utilizing the activities and worksheets, analyze and describe your relationship with money, and future goals, answering (at a minimum) the following questions: What is your relationship with money? What are your values? Do your relationship with money and values complement or conflict? What do you see as your vision for the future? What is the foundation of your financial plan? What are the goals you intend to utilize to meet that financial plan? HINT: Use the “Financial Fitness”, and “Making $ense” ideas in the Chapter to help you focus your thoughts. This content is worth 25 points.

Write a 2 page, double spaced, 12 point font, 1 inch margin (separate cover sheet) Word document describing the analysis of the worksheets and activities, answering the questions, and adding additional insights. The following of these specific directions, and formatting of the paper is worth 25 points.

Submit all the worksheets using MS Excel and the paper using MS Word via Moodle. Email submissions will not be accepted. Apple users will need to make sure the files are compatible and can be opened using MS Office. If you have difficulty with the submission, visit the IRTC office in the basement of the Library for help. If you need assistance with the paper, contact the lab assistant for this course.

The lab assistant is the grader for this course and can review your score with you at any time. NOTE: POINTS FOR EACH SECTION OF THIS ASSIGNMENT ARE ALL OR NOTHING. FOR EXAMPLE, IF THE ANALYSIS AND THE FORMATTING ARE COMPLETE AND CORRECT, BUT A WORKSHEET IS MISSED, THE SCORE WOULD BE 50.#2

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