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Is there a gap between what you are required to save and invest to fund your financial goals, and what you have available to save and invest according to your simplified income statement from milestone one? 

by | Oct 16, 2022 | Finance

 

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Instructions
Your final project is a completed personal financial plan that integrates your previous
financial plan submissions from Modules Three and Five, as well as retirement planning and funding
of your needs through investments in mutual funds or equities. This last assignment requires you to
once again revise your personal financial plan to reflect your cumulative learning in the course.
You
will complete the following:
Worksheet 16: Worksheet for Funding Your Retirement Needs
Worksheet 20: Your Personal Financial Goals Worksheet
a 5-stock investment portfolio, and
a 2-4 page written commentary for the qualitative review and
observations of your plan.
Now that you have expanded your knowledge regarding short-term planning, long-term planning,
asset purchase planning, as well as retirement planning, how will you put your financial plan into
action? Is there a gap between what you are required to save and invest to fund your financial goals, and what you have available to save and invest according to your Simplified Income Statement from Milestone One?  If so, how will you mitigate the risk of realizing the appropriate amount of wealth to
support your personal initiatives and expectations? Describe your personal alternatives for bridging
this gap. How does this change your financial plan?
the worksheets are attached along with the finanical goals worksheet and the combine module 3 and 5 writen osbervations . worksheet 16 and 20 has to be completed along with the written document.

 

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