Instructions:

Write a Financial Plan.

Write a comprehensive and integrative financial plan (word document) using the outline found in the Sample Financial Plan Report template as a guide.

To construct the plan, provide an analysis of the clients' current financial situation for each subject, discussing strengths and weaknesses of their current position.

Suggest alternatives to the current course of action by developing financial planning recommendations that will improve the clients' financial position.

Explain how the recommendations should be implemented by discussing the actions, services and/or products needed to implement them. Identify appropriate sources of funding.

Complete the plan with an Action Plan that prioritizes the recommendations according to the clients' goals, needs and objectives and present time frames for completing each action step.

Be sure to include your name on the plan and date it prior to submission.

Note that case facts may change over time. Therefore, it is important that you submit Excel files that match the same numbers and version of the case.