FINP 450 Part 4 - 14088

Solution Detail
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  • Posted on: Thu 20 Sep, 2012
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Request Description

After developing the Wilson’s financial plan and working with them over the past year, you meet with them to review the progress they have made. At the meeting, you learn that Josh has recently learned that he is terminally ill and has just 3–6 months left to live.

Revise the appropriate sections of your comprehensive plan (developed in the Phase 4 Individual Project Assignment) to reflect the impact of this life-changing event. Include a current and revised version of each of the following:

  • Statement of cash flows
  • Net worth summary
  • Recommendations
  • The effect of your recommendations
  • Final summary

The changes to the financial plan should reflect a thoughtful analysis and recommendations supported by the ability to achieve them. The changes to the plan should be specific, relevant, and coordinated among the goals Josh and Karen wish to achieve. 

Solution Description

After developing the Wilson’s financial plan and working with them over the past year, you meet with them to review the progress they have made. At the meeting, you learn that Josh has recently lea

Attachments
Fin 450 Part 4.doc
Fin 450 Part 4....