Should Sam Move Out?

Presentation Template (Erase this line and put your Name Here)

How to Set up a Budget

• In this section, using bullet points, tell Sam what she needs to do to set up a budget

• Be short & to the point• Complete sentences are not necessary

How to Set up a Budget

• Use this slide if you need more space• Delete it if you don’t need it

How to Set up a Budget

• Use this slide if you need more space• Delete it if you don’t need it

SMART goal for Samantha

• Set a sample SMART short-term goal for Sam on this page

• Make sure you make it a SMART goal• Explain exactly how much to save

A Typical Month

• Create a sample budget for Sam• Estimate a typical month’s expenses– Look up the cost of a 1 bedroom apartment in

Whitewater (utilities included), cost of 1 month’s food, estimate a transportation cost (assume her car is paid for & no parking charge, but insurance of $65 and gas expense), and any other expenses that she will need

Make a Chart to show % of Income

Income

RentTransportationFoodInsuranceEntertainmentOther

Things to Consider

• List things that Sam Should think about when determining if she should move out

• Have at least 6 points

Should Sam Move Out?

• Do you think she should move out? Yes or No• List main reason why or why not