Personal Financial Planning Worksheet free essay sample

List the two things that affect our personal beliefs and opinions about financial planning. That would be Values, and Attitudes. Which element of the comprehensive financial plan focuses on your housing needs, setting aside money for emergencies, and establishing a career path? Securing basic needs. The economy is unpredictable and can affect your personal financial planning. List one factor in economic conditions that may affect your financial future. Inflation, Interest rates, employment conditions, or political unrest and global issues. Which step in the five-step financial planning process requires you to organize your financial information, create personal financial statements, and evaluate your current financial position? Analyze your current financial position. Step five in the five-step financial planning process discusses the importance of regularly reevaluating and revising your plan because personal circumstances often change. List two life changes that may require you to update your financial plan. Graduation, Anew job, Marriage, Children.