Personal Financial Plan
Need to make a Personal financial plan. Please mock up financial plan as if it were for a senior in college.
General outline for the project:
Sections:
1. Budget
2. Net worth statement
3. Financial independence analysis – income, budget and retirement goals
4. Investment and retirement plan strategy
5. Insurance and estate planning
Directions:
Use the plan in the modules section as a guide. I am looking for a short plan of 5 to 10 pages with summary information addressing the major topics.
Please see the attachments. One of them is a template for the project, and the other attachment is an example of a personal financial plan in detail. The Personal Financial report must have graps where necessary.
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