Financial Plan

Financial Plan
A Paper which consists of a three page paper, doubled spaced with Times New Roman font size 12, It doesn’t need to be cited.

Tthe paper is to detail how you are going to use the information you gained about:

– managing dept
– Home ownership
– insurance
– paying for collage
– retirement planning
– stocks
– mutual funds
– bonds
– annuities
– Wills and Trusts

to better your own personal financial situation. You need to lay out a plan showing what steps you are going to take an implement your plan and a time frame for each part of your plan.

You don’t need to use all the information above, just as many as you need for the plan.

If its helpful, I used the book, ‘ The road of wealth’ from Suze Orman