Evaluating Your Needs, Wants, and Dreams
Discovery Resource # E-14
Resource Topic:
Life, Money, and Career Priorities
Planning Tools:
Exercise
Career Phase:
Discover
Description:
Lessons Learned: Avoiding financial pitfalls
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Description:
Start your career with the financial clarity you need to ensure sucess and the ability to enjoy the quality of life you desire.
Objectives:
- Utilizing financial life buckets to categorize by needs, wants or dreams.
- Identify and/or select financial dealings and interests and assign them to one of the finanical life buckets.
- Assign a time frame to items in each financial life bucket (i.e, short, medium or long term)
- Assess their financial life buckets and develop strategies and plans to support their financial priorities.
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