This lesson contains 41 slides, with interactive quizzes, text slides and 2 videos.
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Instructions: As a team, choose one of the three case studies below and use this worksheet to build a financial plan. You'll present your plan at the end of the workshop!
Slide 34 - Open question
Choose Your Case Study Circle One:- College Dreamer- Aspiring Rapper- Business Owner (AC/Food Truck)
Slide 35 - Open question
What is Your Team’s Financial Goal? Short-Term Goal: ___________________________________________ Long-Term Goal: ___________________________________________
Slide 36 - Open question
Create a Monthly Budget (Using the 50/30/20 Rule) Monthly Income (Estimate): $________________ Needs (50%): $________________ Wants (30%): $________________ Savings (20%): $________________
Slide 37 - Open question
Saving Strategy How much will you save each month? __________________ What are you saving for? __________________ Using Rule of 72 – If your interest rate is ___%, how many years will it take to double your money? __________
Slide 38 - Open question
How Will You Make Smart Money Movez? - What tools/apps will you use to track your budget? - How can you earn extra money movez? - Will you invest, open a savings account, or start a side hustle?
Slide 39 - Open question
Pitch Your Plan! Write your 60-second pitch summary below. Be ready to share how your plan helps you meet your goals!
Slide 40 - Open question
Reflection What was the most important thing you learned about money today? _______________________________