Instructions:
1. The assignment is to build a complete set of financial plan based on the given prompt. We are using U. S. based financial plan (retirement age requirements, roth IRA, traditional IRA, etc.).
2. This assignment is finance/math problems. You are required to present your case as details as possible with the correct calculations.
3. You are required to have appendices (graphs, etc.).
4. Please see the example as guidelines to do this assignment.
5. Use the table of content format below to build your financial plan:
Table of content:
- Introduction
- Income Tax Analysis
- Cash Flow Analysis
- Net Worth Statement
- Education Funding
- Retirement Analysis
- Life Insurance Analysis
- Estate Analysis
- Disability Analysis
- Long Term Care Analysis
- Asset Allocation
- Implementation
Assignment Files -
https://www.dropbox.com/s/itc8wkcq2c0nlws/Financial%20Plan%20Assignment%20Files.rar?dl=0