Finance plan
Assignment: Your goal in this individual personal project is to create through illustrations or graphing or calculation and through narrative a detailed financial strategy for either 1) retirement plan or 2) mortgage plan.
This paper is about 4-6 pages long.
It included
1) an assumptions page
2)realistic timely
3) independent research (calculations) (source it )
4) Conclusion page ( what did you learn ) (financial principles)
Also may include : essential spending , non-essential spending , how much will I be able to or need to invest , savings contingencies versus investing dollar allocations
In order to do this you must know some information about myself :
I am currently an accounting major and work about only 30 hours making little over minimum wage at a deli . I should have my bachelors in about a year an a half.
You can make some stuff up if it sounds real.
9 years ago 35
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- PERSONALFINANCIALPLANNING.docx
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