Goal Setting & Financial Independence Planners

With "Goal Setting & Financial Independence: The Architect's Blueprint", you will turn your students from passive consumers to future architects of their own financial success. Unlike most personal finance worksheets, this curriculum is designed specifically for high school and advanced middle school (Grades 8-11) students and provides them with the respect and knowledge necessary to thrive in today's economy.

Say goodbye to condescending advice and oversimplified budgeting. The Curriculum explores the psychology of wealth, the mathematics of compound interest, and the strategic frameworks of top-level corporate strategists and investors. Budgeting as you know it is redefined as Strategic Resource Allocation, and students learn how to be the Chief Financial Officer (CFO) of their own life.

Your students will get to create real-world cases, work through 10 detailed worksheets and find themselves on the road to implementing action plans that will help them achieve their goals.

Subjects Discussed Are:

The Psychology of Creating Goals and Identifying Habits

Time-Money Relationship: The Impact of Compounding(72)

Budgeting for Success through the Zero-Based Method

Learning About Your Paycheck (Gross vs Net Income), FICA Tax/Withholdings/W-4?

Difference between Good and Bad Debt, Credit, Amortization

Teenage Investing: Roth Individual Retirement Accounts (IRAs), Index Funds & Dollar Cost Averaging (DCA)

Evaluating Career and College Return on Investment

Asymmetrical Risk - How to Build Human Capital through Entrepreneurship.

TEENS AND THE FIRE MOVEMENT - Financially Independent Retire Early.

This resource provides :

educators with a comprehensive curriculum complete with four chapters covering the key principles of Personal Finance, Financial Literacy and Basic Money Management as well as a Student Workbook containing ten worksheets designed to allow students to create their own personal financial blueprint through multiple scenarios, calculations and reflection questions.

The Teacher Resources (Visual Aids) are designed to provide educators with visual representations of the key topics covered in each of the four chapters so that the students can better understand these concepts through the use of anchor charts and an Answer Key for all objective type questions, along with a grading rubric for the subjective type questions.

This resource can be used in various academic settings including: Personal Finance Classes/Electives, Economics Classes, Life Skills, Career Readiness Courses and Homeschool Co-Ops. This resource has been created to allow educators to design a complete instructional program that will give students the most valuable lesson they will ever learn and that is how to achieve Financial Independence.

Keywords: Financial literacy; Personal Finance; High School; Middle School; Life Skills; Economics; Investing for Teens; Budgeting Worksheet; Goal Setting; Compound Interest; FIRE Movement; Career Readiness; College ROI; Digital resource; Printable; PDF; Curriculum; Homeschool; Case Study Method.

Educational Benefits For Parents And Schools-Alike:

More Than Just Basics: They will not only learn how to balance a check book, but will also learn about many other advanced financial strategies and 21st Century Financial Concepts relating to Investments, Career Return on Investment Analysis, and the Psychology of Wealth Building.

Rigorous & Respectful; Curriculum uses behavioral economics and psychology to build a sophisticated vocabulary with a work related context, assumes that teenagers are intelligent individuals and builds and creates a database of excited students.

Turn Key: Provides a detailed curriculum and 10 student assignment work sheets; Free Power Point Presentation; Student Manual; Teacher Manual; Complete Answer Key; complete Grading Rubric The "do-it-yourself" or upload method provides zero prep time for the instructor.

Action-oriented & Practical: Students learn all of the aspects of financial literacy through case studies and hands-on experience with developing and developing their own personal goals, personal budgets, and long-term financial plans.

Based on the analysis done :

on the stated criteria, the cover lists the suggested audience to be Grades 8-11. This is an accurate portrayal of the grades as they apply to target audience.

Grades 8 and 9: The concepts of goal-setting, identity-based habits, zero-based (simple) budgeting, and receiving a first paycheck all apply directly to this age group and may provide challenges (some, yet, not many); however, the material has enough scaffolding (additional content and/or support) to be very effective.

Grades 10 and 11: This represents the best fit. These students are considering securing part-time employment, intending to save money for an automobile, or making major decisions concerning attending college or entering into the workforce. The worksheets provided on the topics "ROI (Return on Investment) Comparison of College vs. Career," "Dynamics of Debt," and Roth IRA will be extremely relevant and pertinent to these students.

High School teachers of Personal Finance, Economics, and Life Skills.

Instructors of Career and Technical Education (CTE).

Parents who choose to home school and desire to use the material as a strong, legitimate financial curriculum.

Middle School teachers of students that are classified as advanced or are placed into gifted programs.

Terms of Use and Copyright:

This book is copyrighted by Syed Hammad Rizvi. It is intended for use only by the individual or a single school classroom. No part of this resource may be altered, re-distributed or resold. In other words, you cannot post on the internet in a public place so that it can be found and downloaded.

If you would like to share this resource with colleagues, please purchase additional licenses from Teachsimple to do so. Thank you for abiding by our terms of use.

Syed Hammad Rizvi, thanks for bringing your amazing product.