Personal Financial Plan Calculator
3
. When do I have to have things ready? What are my deadlines?
You’ll have to keep track of dates and deadlines to make sure you can accomplish your goals for the first
year after high school. Enter any dates that apply below.
The program information on the EducationPlanner website can help you find deadlines for education
programs in BC.
If you don’t know of any important deadlines, use the internet, published information or telephone contacts to get key
information and enter it below. Use the form at the end of this plan to keep track of any applications you make. Create
a timeline or put these dates in your daytimer or calendar so you don’t lose track of them.
Keeping my life together
Date
Check
when done
Move to new home (apartment, university residence, etc.)
o
Arrange utilities and telecommunications
o
Buy insurance (home, contents, car, etc.)
o
Apply for Social Insurance Number
o
Apply for BC Medical insurance
o
Transfer banking accounts
o
Change address on ID and other records
o
My education
Apply to educational institutions
o
Use the PAS BC online application to apply to educational institutions in BC. Apply as soon as you
have your records – the earlier the better.
Pay tuition and student fees
o
Apply for government scholarships/bursaries
o
Apply for community/other scholarships/bursaries
o
Apply for student loan
o
Arrange RESP/investment withdrawals
o
Apply for student housing
o
My job
Apply for employment
o
Buy equipment and supplies
o
Enrol in job training program
o
Enrol in job placement program
o
Apply for apprenticeship or other work program
o
Working for myself
Research and write business plan
o
Meet with a business adviser
o
Apply for line of credit or other loans
o
Check the resources on self-employment on the WorkInfoNET Youth website.
Tip
Tip
Tip
Handout 14-1 (continued)
My FInancIal Plan
Page 3/10
Free Download
Personal Financial Plan Calculator PDF
Favor this template? Just fancy it by voting!
(0 Votes)
0.0
Related Forms
