(Optional) Research how financial resources meet the goals of individuals and families.

Research should include

• identification of the components of a budget
• definition of personal and family short-term and long-term financial goals
• consideration of the changes in financial needs throughout one's life span. 

Process/Skill Questions:

Thinking

• What are some short- and long-term goals families have?
• What are some benefits of having a financial plan?

Communication

• What communication skills are necessary for a family to develop a budget?

• What can family members do to communicate the need for following a financial plan?

Leadership

• What are the implications of developing a long-term financial plan on self? On family?
• What role should each family member play in developing a financial plan?

Management

• What resources are available to the family for financial planning?
• How often should a financial plan be reviewed?