essay

The Personal financial plan is to be broken down into 4 parts. The 4 smaller parts are 50 goals, Current income and balance sheets, educational plan and a 2 page detailed discription of what your retirement will be like. Keep it real.

The project for the on-line class is shorter then the samples given - the samples are from my in-person classes.

The educational plan should include all the courses you intend to take in on your way to a BA or Master degree. The total length of the report should be 5-7 pages typed plus your income/balance sheets plus a list of courses. The document should run about 10 total pages.  If you have any questions please see the first pages of your text for goal examples and the income and balance sheets. You can always e-mail me.

The hardest part of the project is the 50 goals - you may want to start that part early

E-mail me a copy of the report in a PDF format. I will not open anything but a PDF. If you can not do a PDF you need to print out all the pages and bind it into a report and bring it to my office during my office hour. Also this should be 1 PDF file not 3 or 4. 

You may need to compress the file if your file size is large