Financial Checkup

Financial Checkup

Write a 2-3 page double spaced paper analyzing each of the worksheets and the tracking. State what you learned about your own financial situation from each worksheet.  You only need to include one paragraph for each.  Include one final paragraph stating what you learned about your overall financial situation.  Put a heading for each of the following paragraphs (you will get marked down for not having each heading).

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Tracking – 2 points

Net Worth Statement – 2 points

Income and Expense Statement – 2 points

Financial Ratios – 2 points

Revolving Savings – 2 points

Retirement – 2 points

Life Insurance – 2 points

Goals – 2 points

Budget – 2 points

Overall Financial Situation – 2 points

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