Assignment:

Develop a personal financial plan detailing the financial goals that you and/or your family have developed. This is a staged project.

Stage 1: Analyze your personal financial situation using appropriate financial tools.

Stage 2: Identify short-term, mid-term, and long-term goals. Rank your goals in order of importance as they relate to the financial resources available and expected. Estimate the financial commitment for each goal.

Stage 3: Consider all factors we have covered in class, including budgeting, time value of money, asset protection, debt/credit, savings, investing, and estate planning.

____________________________________________________________________________ *Just make up anything really*

Q1.Detailed description of types of insurance you need, materials provided, explanation of types and providers and why you made these choices, monthly expense related to your decisions are provided

Q2.Information and materials provided on investigation of auto options available, choice is explained in detail, sources of credit are explained and your selection is identified and explained in detail, monthly expenses related to your decisions are provided