Personal Finance Case Study

Read the scenario in the attached document Personal Finance Case Study. Then, your task is to serve as a consultant and assist the couple with their finance decisions.

In a Word document (.docx), analyze, consult, and provide recommendations to the couple regarding their financial decisions.

Consult the attached document Personal Finance Case Study Grading Rubric to see how your report will be evaluated. 

In your report, make sure to touch on the following points:

Clearly identify the family’s problems (look at ALL potential problems or concerns)

Make sure to show a logical structure and organization in the analysis of the problems (including physical, psychological and financial factors)

Clearly identify the family’s problems as they relate to short, mid and long term financial security

Make sure to be creative and innovative with your proposed solution (make it feasible)

Provide depth and understanding in your analysis of the tools currently available to solve the personal financial case (Were your recommendations logical and workable?)

Make sure to maintain professionalism and organization in your written report Including visual aids and other materials