Documentation

Name: Cassidy Donnon

Financial Plan
2017/2018

Total Annual Revenue Total Annual Expenses Summary of Information

Summer Job $2,640 Housing: In the year after I leave high school:
Part-time Job [1] $8,304 Rent $2,750 Total Income $55,212
Family Support [2] $0 Utilities: $0 Total Expenses $17,844
Savings [3] $44,268 Telecommunications [4] $1,150
R.E.S.P. [5] $0 Heat/Elec. $400 Difference $37,368 [6]
Scholarships and Bursaries $0 Other [7] $0
Family Loans $0 Insurance
[8] $0
Other Loans $0 Other [9] $100
Other 1 - Gifts $0 Transportation:
Other 2 $0 Car payments $0
Gas $1,000
Total Income $55,212 Insurance $0
Car Repairs & Maint. $400
Public Transit $0
Other [10] $0

Personal & Finances:

Groceries
[11] $4,000
Dining [12]
out $1,000
Clothing $200
Entertainment
[13] & Recreation $2,500
Personal
[14]Care $400
Computer
[15] systems $0
Travel $1,000
Gifts for others $0
Savings
[16]
Pets [17]
Payment
[18]of debt $0
Other $0
Education:
Tuition and/or fees $2,424
Books and supplies $200
Other $320

Total Expenses $17,844

[1] other than your summer job

[2] This does NOT include any loans that your family will offer this is more money that you know you will be
getting and NOT have to pay back

[3] this is usually in the form of a Bank Account

[4] house telephone, cell phone, cable, internet,

[5] RESP = Registered Educational Savings Plan that are in your name

[6] This final total must be an amount that is greater than 0 or you will not have enough money you will
need financial advice

[7] For example:

No washer/dryer = laundry mat expenses

[8] Fire, theft, property usually can get a home or apartment package

[9] furnature, maintenance, cleaning products...

[10] mountain bike? Roller blades? Other forms of transportation that you will need to consider?

[11] eating at home

[12] from fast foods to fine dining to taking food for parties & bar-b-ques...

[13] movies, games, DVDs, CDs, music, clubs, concerts, sporting events...

[14] toiletries, hair care, make-up...

[15] hardware, software, digital cameras, scanners, cables, printers all the necessary supplies...

[16] This is money you purposely put away in a savings account for later in your life

[17] Food, vet bills, toys, leashes...

[18] credit cards, unpaid loan all other outstanding money that you owe others