Your Own Financial Plan
instruction starts from 43 mins I am age 24 rest make up your own
Develop your own financial plan.
Use the spreadsheet. （attach below ） attached is an example
Write Executive Summary illustrating possible income/wealth gains necessary to support children and home assumptions.
In your Executive Summary includes the following:
MUST HAVE THE FOLLOWING
- Were you able to have as many or as little kids as initially thought?
- Likely age you’ll buy a home.
- Savings rates and are they feasible.
- Give your current age now, will you be on track?
- What is the minimum required investment rate of return necessary to hit your retirement targets at the same time meeting all your other financial obligations?
- The reality vs expectations before/after completing this Final Case Study.