Unit Plan: Take Charge of My Financial Well-Being

Teacher: Sharon Hogan

Subject: Personal Finance

Unit Plan: Take Charge of my Financial Well-being

Key Learning: Students will learn how their financial decision-making is affected by their values, needs, and wants; and how goal setting and financial planning impact overall well-being.
Unit Essential Question: What do I need to do to take charge of my financial well-being?
Concept: Money in Your Life / Concept: Financial Decisions / Concept: Setting Financial Goals
Lesson Essential Questions:
What does it mean to establish the importance of financial well‐being for
building overall well‐being?
What is the role of money in creating personal happiness?
What is the importance of financial planning in reference to creating high well‐being? / Lesson Essential Questions:
How can you analyze how values, needs, and wants affect individual financial decisions?
How can the concepts of trade‐offs and opportunity costs be applied in decision making?
What impact do individual values have on overall well‐being? / Lesson Essential Questions:
Why is the role of goal setting as an integral part of financial planning?
How do you construct a well written goal?
Vocabulary:
Financial goals; financial planning; financial well-being; well-being / Vocabulary:
Needs; opportunity cost; trade-off; value; want / Vocabulary:
Financial goals; financial planning; goal; long-term goals; opportunity cost; short-term goals; trade-off
Date / Activity
Money in your Life
2/2/15 / Vocabulary list – hand out
2/2/15 / Graphic organizer- vocabulary review
2/2/15 / What makes you happy? -activity
2/2/15 / Money in Your Life – PPt Presentation with note-taking guide
2/3/15 / The Roommates – Example story with worksheet
2/3-4/15 / Everyone Needs a High Well-being – Create a story w/rubric (Quiz grade)
2/4/15 / My Well-being – worksheet activity
2/4/15 / Money in Your Life Information Sheet – handout for review
Financial Decisions
2/5/15 / Vocabulary list - hand out
2/5/15 / How do you spend your money? -SKIT
2/5/15 / Financial Decisions PPt Presentation and Note-taking Guide
2/5/15 / Values Auction – worksheet/activity
2/5/15 / What do I value? -worksheet
2/5/15 / Needs vs Wants – worksheet/activity
2/5/15 / Shelbi’s Decisions – small groups –decision-making practice
2/6/15 / How Should Ethan Spend His Money? –small groups for worksheet-
2/10/15 / Letter to Ethan – individual essays (Quiz grade) Type letters in library on 2/10/15.
2/05/15 / Financial Decisions Information Sheet – handout for review
Setting Financial Goals
2/6/15 / Vocabulary list – handout
2/6/15 / Road Trip Vocabulary – worksheet for review
2/6/15 / Roll out my future – worksheet/activity (dice needed)
2/6/15 / Goal Out My Future/rubric – students write letter/essay (Quiz grade)
2/6/15 / Setting Financial Goals PPt Presentation and Note-taking guide
2/6/15 / Show Me the Goal – activity (game cards needed)
2/10/15 / Goal Setting Worksheets
2/10/15 / Goal Setting Timeline /rubric
2/6/15 / Setting Financial Goals Information Sheet – handout for review
2/11/15 / Students share timelines with class
2/12/15 / TEST – Take Charge of My Financial Well-being