Personal Financial Plan Calculator

A financial plan is your roadmap to your future. A roadmap that’s detailed and accurate can help you get

there with less trouble and less expense. A roadmap that’s vague or inaccurate can lead you down rough

roads and into dead ends. Fill in the blanks that apply to you with as much detail as you can. Take the time

to research and check out anything you aren’t sure of.

Before you start, you have to know where you want to end up.

My future career goal is to:

Remember, a financial plan is a living document – it changes as you do. Check it and revise it regularly

to keep it up-to-date.

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accomplished them. E.g.:

• My goal is to complete first year arts with a 75% average at the University of Northern British

Columbia by spring 2012.

• My goal is to save $5,500 in my college fund by the end of 2012.

• My goal is to work at Burger Joint when I graduate, and find a new job paying at least $2,000 a month

by July 2012.

• My goal is to establish a profitable small business selling T-shirts to students in the Okanagan region

by September 2012.

• My goal is to save $5,500 in my business start-up fund by the end of 2012.

• My goal is to save $4,500 by the end of 2012 so I can travel.