Financial Planning

Paper instructions:

Description

In this assignment, you will analyze and respond to a case study. First, use the checklist below to help you analyze and take notes as you read the case study prior to writing up your final response.

Step 1: Read the Case Study below.

Step 2: Perform a case study analysis. Write a response to the case study addressing the following questions.

What financial management issues do Tim and Jill face?

What is their most pressing problem from a financial planning perspective?

What is their most valuable opportunity from a financial planning perspective?

What are the top three strategic financial planning actions you would recommend to each of these individuals? The actions should address their most pressing problem and most valuable opportunity.

How should career management and financial planning be used to help these individuals be financially prepared for the future?