Financial Planning Worksheet
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Financial Planning Worksheet
💰 Part 1: Loan Costs and Interest Calculations
Option A: 3% interest rate for 2 years
Option B: 5% interest rate for 1 year
a) 1 year: $__________
b) 3 years: $__________
c) 5 years: $__________
📈 Part 2: Savings and Growth
a) 2 years: $__________
b) 5 years: $__________
🎓 Part 3: College Savings Plan
I choose:
Community College 4-Year UniversityTarget amount needed for first year: $__________
Time until college (years): __________
Amount I need to save each month: $__________
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