Personal Financial Plan (Capstone Project)

Personal Financial Plan (Capstone Project)
Outline

Goal(s)
Strategies to achieve your goal
History
Short-Term goal(s)
Mid-term goal(s)
Long-term goal(s)
Personal Net Worth (assets, liabilities, etc)
Debt Reduction startegies
Provide an overview of your net worth, strategies take to increase your network.
Discuss your strategies for paying off your debt with your established timeframe.
What steps you can take to pay your debts off between one to two years.
Emergency Savings
Discuss your strategies for achieving your emergency savings goal within 5 years
Retirement Savings
Discuss your strategies for achieving your retirement savings goal within 5 years
Short-Term Savings
Purpose of short-term savings
Conclusion