Activity Title: My Financial Roadmap

Objective:
To apply financial literacy concepts by creating a personalized and reflective financial roadmap that includes financial goals, a budget plan, and an investment strategy.

Instructions:

1. Reflect on the key points mentioned in the video presented in the previous lesson.

1. Financial Self-Assessment

Do a Financial Self-Assessment. Follow the link and answer the questions found in the Google Document. Create a duplicate copy of the document found in the drive and upload them with your Identification as the filename. (ex. – SantosJohn)

BENLAC – A https://tinyurl.com/3nzy6d2c

BENLAC – B https://tinyurl.com/yc8rnar5

3. Set SMART Financial Goals
   Share your SMART goal relating to your financial plan. Upload your video in the Google Drive using this link with your Identification as the filename. (ex. – SantosJohn)

BENLAC – A https://tinyurl.com/4pteanjz

BENLAC – B https://tinyurl.com/muw4sn2v

1. Build Your Budget
   Create a monthly budget with the following columns:
   • Income Sources
   • Fixed Expenses (e.g., rent, subscriptions)
   • Variable Expenses (e.g., food, transportation)
   • Savings & Investments
   • Remaining Balance

Upload your output in the Google Drive using this link with your Identification as the filename. (ex. – SantosJohn).

BENLAC – A https://tinyurl.com/3saxkk4r

BENLAC – B https://tinyurl.com/4vpeaf2r

1. Create Your “Future Fund” Strategy
   Based on what you’ve learned:
   • Choose one investment strategy (e.g., savings account, time deposit, mutual fund).
   • Identify your risk tolerance.
   • Plan how much you’ll set aside monthly for this goal.
   • Upload your output in the Google Drive. Follow the link below and use your Identification as the filename. (ex. – SantosJohn).

BENLAC – A https://tinyurl.com/ynt3xxvs

BENLAC – B https://tinyurl.com/22xtz8av 

Assessment Rubric: