Create a comprehensive personal financial plan

Assignment Help Finance Basics

Reference no: EM13290884

Create a comprehensive personal financial plan based upon current and future financial needs. This plan must include the following:

•Life expectancy planning
•Survivorship needs
•Lifestyle considerations
•Final disposition of assets
•Contingency allowances
The plan should be organized in the following manner:

1.Current and future income needs
2.Debt acquisition and retirement
3.Acquisition and disposal of personal assets
4.Emergency cash funds
5.Investment plan
6.Retirement plan
7.Estate plan

Reference no: EM13290884

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