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Financial planning

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Reference no: EM132894622

Case Study - Financial Planning

1. a. What are your financial goals, both short term and long term?

b. What Savings % do you think you will need to get there?

2. What risks do you expect to face as you build your net worth and how would you address them?

3. a. How do you think you will invest your savings over the next 5-10 years?

b. What return on investment do you expect and why?

4. How much money do you think you will need to retire and why?

Reference no: EM132894622

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