FINP 450 Part 3 - 14086

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1 Comprehensive financial Plan..word count over 2000...the plan must put on
> the attached "financial plan template"
>
> Important Note: Much of your comprehensive financial plan should use
> information obtained from the assignments in Phases 2 and 3.  Also, the
> financial plan developed in this assignment will be used again to
> complete the subsequent Individual Project assignment in Phase 5.
>
> Develop a comprehensive financial plan for the Wilson family that includes
> each section of the financial plan according to the structure of a financial
> plan outline (in your phase materials).
>
> Complete each section of the Financial Plan Template with data relevant to
> each section. This includes the following:
>
> (1)List of client goals
> (2)Financial statements
>
> (a)Statement of cash flows
> (b)Net Worth Summary
>
> Note: You do not have to develop a new statement of cash flows and net worth
> summary because they were previously developed in the Phase 2 Individual
> Project assignment.
>
> (3)Analysis of current situation
>
> (a)Goal analyses and projections
> (b)Additional issues identified
>
> (4)Recommendations
> (5)Projected results (if your recommendations are implemented)
>
> (1)Additional Issues Identified
>
> (6)Final summary
>
> (a)Projected statement of cash flows (if your recommendations are
> implemented)
> (b)Projected net worth summary (if your recommendations are implemented)
>
> (7)Action plans
>
>  The comprehensive plan must provide for achieving multiple goals
> simultaneously while still allowing for a reasonable current standard of
> living. Conflicts between goals must be resolved in the most efficient
> manner. For example, if the Wilsons need to buy insurance and also save for
> retirement, but they cannot afford to do both completely, this would present
> a conflict of goals. Identify all recommendations, and justify your
> reasoning.
>
>

Solution Description

1 Comprehensive financial Plan..word count over 2000...the plan must put on
> the attached "financial plan template"
>
> Important Note: Much of your comprehensive financial plan should use
> information obtained from the assignments in Phases 2 and 3.  Also, the
> financial plan developed in this assignment will be used again to
> complete the subsequent Individual Project assignment in Phase 5.
>
> Develop a co

Attachments
Fin 450 Part 3.docx
Fin 450 Part 3....