Posted: May 28th, 2021

Personal financial planning case study

  The purpose of this assignment is to provide a “hands on” experience to synthesize the personal finance concepts that you have learned throughout the semester by applying them to a “real life” individual or family. Here’s what you need to do:
1. Read the Personal Financial Case assigned to you.
2. Each financial planning case encompasses a variety of ages, situations, and financial challenges to analyze. Feel free to add additional assumptions to the case as long as they are realistic for the situation and described in your report. 
3. Review the Financial Case Study Scoring Sheet to learn the criteria for grading this assignment. 
4. Prepare a written report of no more than five pages (double-spaced, double between paragraphs) about the case study and your analysis and recommendations. 
Your financial case analysis should include the following items, as appropriate:

A discussion of the strengths and      weaknesses of the individual or family’s financial situation 
Correction of any misinformation that      the individual or family has about financial topics 
Comments about the individual or      family’s cash flow 
Comments about emotional issues related      to the individual or family’s financial situation 
Calculations of the savings required to      reach financial goals 
3 to 5 recommended action steps to      improve the individual or family’s financial situation 
Recommended financial products such as      bank accounts, insurance policies, and mutual funds (real products found      through research).
Available resources that can assist the      individual or family to improve their finances 
Any other information that you feel is      useful and germane to the case 
References for source materials used to      analyze the case (feel free to use your textbooks, class notes, Web sites,      financial publications, and other resources to assist in your analysis).      APA format throughout, including a cover page with your name and section      on it. 

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