Develop a personal financial plan detailing the financial goals that you and/or your family have developed. This is a staged project
- Stage 1: Analyze your personal financial situation using appropriate financial tools.
- Stage 2: Identify short-term, mid-term, and long-term goals. Rank your goals in order of importance as they relate to the financial resources available and expected. Estimate the financial commitment for each goal.
- Stage 3: Consider all factors we have covered in class, including budgeting, time value of money, asset protection, debt/credit, savings, investing, and estate planning.