This is a financial plan that was made from a case that was assigned to us in our Financial Planning course. Pat and Sherry Thompson are a typical family who wants to purchase a house, save up for their children's education, and retire early. Here is the plan my group has come up for them.
The PowerPoint presentation
The full Financial Plan in document format
*The document is 17MB large because it's over 60 pages of data with charts and tables.
Special thanks to Breath Evans, Iwona Nawisielska, Masoud Arbabi, and Ray Darts my group members who had as much to do with this plan as I did.
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