Question: Create your own case study and financial plan for yourself, someone else or create a client profile Use the case studies in the text as

Create your own case study and financial plan for yourself, someone else or create a client profile

Use the case studies in the text as a model as you prepare financial statements (cash flow and net worth). creating simple financial (Cash Flow/Net Worth)statements

Set and quantify at least two goals (pay down debt, buy a house, save for retirement...). 5 points quantifying the goals (TVM) considering inflation. What ROR do you need and what instruments will achieve the required return?

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