Vanni- LIFE
Financial Planning Project Name:
Life Management Date Due:
100 points Period:
This Financial Planning Project should empower you to take responsibility for your own financial situation. You will use a budgeted amount of money and develop a financial plan that enables you to achieve a short-term goal related to a real-life event (something important to you).
This is a FCCLA project and you must be in portfolio format as listed below:
|Project Component |Points Possible |Points Earned |
|Project Identification Page- name, school, city, state and project title (one page) |5 points | |
|FCCLA Planning Process- use specific format given to you by teacher and summarize each part of the |20 points | |
|process (one page) | | |
|Profile of Event- must include type of event, a description of the role of needs and wants in the |15 points | |
|situation, a goal statement for the project, a description of the role of values and/or priorities in | | |
|the situation, and a summary of challenges involved in developing a workable financial plan (limit one| | |
|to three pages) | | |
|Comparison Shopping- must include evidence of comparison shopping for at least five goods and or |20 points | |
|services; graphics may be used; develop your own format (see examples) | | |
|Event Plan- using the chart format provided include sources and amount of income budgeted, a list of |20 points | |
|all products/services to be acquired, sources selected, key features considered, quantities, unit | | |
|costs, and total costs (one to five pages) | | |
|Resource Summary- must include list of all resources, both human and nonhuman, used to complete the |15 points | |
|project, including sources of product/services information and sources of advice; use an organized, | | |
|consistent format; include a paragraph at the beginning of the list of summarize what was learned | | |
|about use of resources while completing the project (one to two pages) | | |
|Presentation – neat, legible, professional, use of correct grammar and spelling |5 points | |
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