The purpose of this assignment is to provide a “hands on” experience to synthesize the personal finance concepts that you have learned throughout the semester by applying them to a “real life” individual or family. Here’s what you need to do:
1. Read the Personal Financial Case assigned to you.
2. Each financial planning case encompasses a variety of ages, situations, and financial challenges to analyze. Feel free to add additional assumptions to the case as long as they are realistic for the situation and described in your report.
3. Review the Financial Case Study Scoring Sheet to learn the criteria for grading this assignment.
4. Prepare a written report of no more than five pages (double-spaced, double between paragraphs) about the case study and your analysis and recommendations.
Your financial case analysis should include the following items, as appropriate: