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Financial Plan Assignments

You have come to the end of this series. We have discussed many important topics related to putting your financial house in order. What are the important ideas you will take away from this series of discussions? What are the ideas you have been impressed with regarding personal finance? What you should decide to decide? Write these decisions down in the goals section of your financial plan so that you do not need to remake those decisions.

Finally, put all the sections of your personal financial plan together. Put each section under its respective tab; make your plan something that you are proud of. Put a picture of you and your family on the cover and put it in a place where you will be able to easily find it.

Review your financial plan often. Remember the words of President Ezra Taft Benson:

Plan for your financial future. As you move through life toward retirement and the decades which follow, we invite all . . . to plan frugally for the years following full-time employment. Plan your financial future early; then follow the plan. (“To the Elderly in the Church,” Ensign, Nov. 1989, 4, emphasis added)

The purpose of this series on personal finance has been to help you plan for your financial future early. Now it is up to you to follow your plan.


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