Components Of A Financial Plan using Jack. R Kapoor, Les R Dlabay and Robert J. Hughes “Personal Finance”
Hii..
Could you do this Financial Plan please..
The book is : Jack. R Kapoor, Les R Dlabay and Robert J. Hughes “Personal Finance” 11e, McGraw
Hill–ISBN 978-0-07-786164-3
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COMPONENTS OF A FINANCIAL PLAN
1- Description of Current Situation
. household needs
. financial status
2. Financial Goals
. short-term goals
. long-term goals
3.Recommended Actions
. revised spending patterns
. tax planning
. saving, investing
. Insurance
. career development
4. Implementation Techniques
.use financial planning professionals (insurance agent, investment broker)
. revise spending habits
. increase saving, investment deposits
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-Please note that Professor is too serious about Plagiarism so please make it different.
thank you..