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