$$Melissa Edmonds case study

$$ Include the following in your analysis:

o$$ Problem

$$ Identify the key problems and issues in the case study.

$$ Set the scene: background information, relevant facts, and the most important issues.

$$ Demonstrate that you have researched the problems in this case study.

o$$ Background

$$ Family information

$$ Goals of the Family

$$ Key assumptions

o$$ Possible Solutions

$$ Outline possible alternatives $($not necessarily all of them$)$

$$ Explain why alternatives were rejected

$$ Constraints$/$reasons

$$ Why are alternatives not possible currently?

o$$ Recommended Solution

$$ Provide one specific and realistic solution

$$ Explain why this solution was chosen

$$ Support this solution with solid evidence

$$ Concepts from class $($text readings, discussions, lecture

$$ Outside research

$$ Personal experience $($anecdotes$)$

o$$ Implementation

$$ Determine and discuss specific strategies for accomplishing the proposed solution.

$$ If applicable, recommend further action to resolve some of the issues

$$ What should be done and who should do it$?$

$$ Identify the extent to which other professionals are required to implement any $$recommendations$.$

$$ Include an investment policy statement