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The Personal Financial Life Cycle (Report Template (Introduction, Main…
The Personal Financial Life Cycle
Personal Financial Life Cycle
Name the five rows (Stages)
2.Name the four columns
(a)Stage
(b)Description of stage
(c)Needs + wants
(d)Source of finance
Create four columns and 5 rows
Life Stages
Independent Stage
Developing Stage
Reliance Stage
Pre-Retirement Stage
Retirement Stage
Source of Finance
Developing
Wage/salary
Jobseeker's allowance
Child Benefit if there are children
Borrowing
Pre-Retirement
Wage/salary
Unemployment Benefit
Independent
Jobseeker's Allowance
Borrowing
Wage/salary
Retirement
Private/state Pension
Reliance
Child Benefit
Grants
Parents/Guardians
Scholarships
Wages from part-time work
Report Template
Introduction
Main Findings (answers to questions asked + recommendations
Date
6.Follow-up
2.Title Of Report
7.Signature
Address
8.Position