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Name: Christopher Galvez Period: 2 Dr. Vincent – Honors Economics 2009

Name: Christopher Galvez Period: 2 Dr. Vincent – Honors Economics 2009

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Published by Lorie Mitchell

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Published by: Lorie Mitchell on Dec 11, 2009
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09/30/2010

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- 1 -
 
Name: ______ 
Christopher Galvez 
 _______ Period:____ 
2
 __________ Dr. Vincent Honors Economics December 10,
 
Financial Planning Project
Background
 You’ll come into contact with money almost every day for the rest of your life. When you’reat work, you’re earning money; when you’re at the mall, you’re spending money. Usedpoorly, money can be a source of anxiety and lead to financial problems. Used wisely,money can be a tool to help you achieve your goals and dreams.
Task 
 You and others in the class will be working to complete three primary objectives:
1.
Learn
the financial planning process – what it is and what it can do for you.
2.
Apply
the processes through assignments that relate to your experiences withmoney.
3.
Take control
of your finances, starting today!
Purpose
 To improve your personal, decision-making skills as they relate to the use of your money.
Final Product
After this project, you will have successfully completed the following life application skills:1.Career Search2.Complete a Job Application3.Write a Cover Letter and Resume4.Purchase a Car5.Rent an Apartment6.Research Prices on Additional Consumer Goods7.Research Various Methods of Savings8.Compile a Budget
- 2 -
 
 You’ve just graduated - congratulations! Now it's time to find a job and join the “real world”. There’s an old saying that goes, “since you’re going to be working for the rest of your life youmight as well do something you really enjoy.” Also, “if you find something you enjoy doing;you will never work a day in your life”. Ideally, you’d like to find work you love to do and thatpays you enough to live comfortably. You have the advantage of time and the opportunity tochoose. After high school you might go directly into a job, enter a training program, or go tocollege. Your future is just beginning to unfold, and the choices about work are yours tomake.
Directions: Go to the websites listed below in order to complete the assigned work.
The Process:Step 1. Complete the “Who Are You” – Personality Inventory (handout)
a)Identify and explain your personality type(s)I am a realist. I am trustworthy, realistic, and hardworking. My accuracy and ability toconcentrate on the task at hand makes me a detail specialist. I have good innate judgment,a matter-of-fact personality and practicality.b) How accurately does this personality classification describe you? Explain.I am hardworking and can concentrate on the task that is important to me at themoment. I can be trustworthy and realistic at times, and I sometimes, choose the rightchoice when it comes down to things. But one thing to add, I am also imaginative andartistic. When I have spare time, I would rather enjoy my surroundings and take in thebeauty of this world.
Compete the “Career Cluster Interest Survey” (handout)Step 2. Make and evaluate a list of careers that fit your personality
Review the results of your
“Who Are You”
and
“Career Cluster InterestSurvey”
and make a list of at least five careers that match your personality.
1.
Physician Assistant
 
 __________________ 
2.
Physical Therapist Assistant ___________ 
3.
Registered Nurse
 
 ____________________ 
4.
Nursing Aide ________________________ 
5.
Visual Arts Designer __________________ 
6.
Interior Designer ____________________ 
7.
Photo Journalist
 
 _____________________ 8._________________________________9._________________________________
- 3 -
Stage 1 – Career Search

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