financial planning case

financial planning case

This is a financial planning case where students are given a case and they need to come up with a financial plan(students basically are financial planners/CFPs). We are using a software called money guide pro for this class, where we input the data and at the end it gives us a report. Even though we are not quiet done with inputting the data, I can attach the report so you can take a look because the data from mgp has to be included in the report. I’m not sure if you are able to use money guide pro(if you have the software yourself). I don’t think I can provide you with my username and password and I’m not sure of writer knows how to use it.

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Instructions:
1. Case Synopsis- Overview
Accurately describe the current situation, detail goals to be achieved in the case and include important factual information about the client. This is your “what is the case about” section.
2. Case Analysis (including MGP data)
How well do you cover each financial planning area in the case (meat of the case):
– Risk Management
– Savings, Budget & Financial Ratios
– Short-term & Long-term Goals
– Retirement Planning
– Education Planning
– Tax Planning
– Estate Planning
– Investment Planning
3. Action Plan + Alternatives
Summarize your recommendations for the client and provide alterative suggestions. How does your action plan impact the client going forward?

Note: In this case 2 most important goals in order of importance are college funding and retirement. You should briefly touch upon other goals in the case too(life insurance,etc…).