Make a simple Personal Financial Plan.

Format:

Contents

I. Objectives

II. Profile

III. Background and Situation

IV. Financial Goals

V. Financial Needs Analysis and Recommendation ( recommend possible investments that fits their risk and return profile)

Choose two person or families, both in different life stages, preferably those in who just started their career and those who just started their own families. Please ask for their permission properly and assure them that their identity will not be disclosed as we will consider their infos with utmost confidentiality and we will be using fabricated names (but not the infos.)

For choosing two person or families, just state 2 persons and we will just compare it to get ideas. ( 1 who started their career and 1 who started their own family )