200 Words Documents

Net Worth Melissa Edmonds As of 12/31/2017 Total S 7.000 Fixed Assets Savings Checking Money Market Total Fixed Assets $ $ 8.000 Variable Assets Roth IRA Mutual Funds 403(b) balance Total Variable Assets $ 61 431 $ 66,550 $ 153,577 $ 281558 Personal and Other Assets Home Vehicle Personal Property Total Personal and Other Assets $ $ $ $ 800 500 1.300 Total Assets $ 290,858 Liabilities Mortgage (30 year 6%) Car Loan (9%) Credit Cards (188) Student Loans (3.5%) Total Liabilities S $ 5 $ $ 7,500 2.000 14,000 23,500 Net Worth $ 267,358 Melissa Edmonds As of 12/31/2017 Melissa Cash Inflows Earned Income Salary Girls Golfing Coach Subtotal $ 34,000 S 1,200 $ 35,200 Investment Income Interest Subtotal 3836 $ $ 386 Total Cash Inflows $ 35,586 Cash Outflows Lifestyle Expenses Mortgage payment Rent payment Car Loan Credit Card payment Subtotal $ $ 7.200 $ 7,500 S 2.000 S 16.700 Qualified Savings 403(b) contributions Subtotal $ $ 720 720 Taxes Federal Income Tax State Income Tax Social Security Tex-employment Medicare l'axes Subtotal $ S $ S S 3.520 1.760 2.108 2.108 9.496 Total Cash Outflows $ 26,916 Surplus/Delicit) $ 8,670 FCS 319 Final Investment Case Study Plan Prepare an investment plan for your case family. You must assess the client's needs and prepare an investment plan for the clients based on the data provided. You will submit a Word document and a PowerPoint presentation of your findings, Submission: The written plan should include the following Assess the clients' current financial condition. (Unit 12 - Final Project Part 1) Identify the major Strengths, Wealm.esses, Opportunities, and Threats. (SWOT). Unit 12- Final Project Part 1) Clients Current Financial Condition and SWOT Analysis Suburit a 2-page document describing the clients' current financial condition and outlining a SWOT analysis for the client. The description should include a visual SWOT analysis and a narrative describing the SWOT analysis. Identify and disclose specific assumptions used in analyzing each goal and need. (Unit 13 - Final Project Part 2) Discuss the resolution of any conflicts between the clients' goals and needs, and the ability to satisfy them due to financial or other constraints. (Crat 13 - Final Project Part 2) Client: Goal Assumptions and Conflict Resolution Analysis Subanit a 2-page document identifying and outlining the assumptions for each of the clients' goals and needs. Also include a discussion of conflict between the clients goals and needs. Include the following in your analysis: O Problem Identify the key problems and issues in the case study. Set the scene: background information, relevant facts, and the most important issues. Demonstrate that you have researched the problems in this case study. o Background Family information Goals of the Family Key assumptions o Possible solutions Outline pozrible alternatives (not necessarily all of them) Explain why alternatives were rejected Constraints/reasons Why are alternatives not possible currently? o Recommended Solution Provide one specific and realistic solution Explain why this solution was chosen Support this solution with solid evidence Concepts from class (text readings, discussions, lecture Outside research Personal experience anecdotes) Implementation Determine and discuss specific strategies for accomplishing the proposed solution If applicable, recommend further action to resolve some of the issue: What should be done and who should do it? Identify the extent to which other professionals are required to implement any recommendations. Include an investinent policy statement (examples have been provided under the Resources folder) Net Worth Melissa Edmonds As of 12/31/2017 Total S 7.000 Fixed Assets Savings Checking Money Market Total Fixed Assets $ $ 8.000 Variable Assets Roth IRA Mutual Funds 403(b) balance Total Variable Assets $ 61 431 $ 66,550 $ 153,577 $ 281558 Personal and Other Assets Home Vehicle Personal Property Total Personal and Other Assets $ $ $ $ 800 500 1.300 Total Assets $ 290,858 Liabilities Mortgage (30 year 6%) Car Loan (9%) Credit Cards (188) Student Loans (3.5%) Total Liabilities S $ 5 $ $ 7,500 2.000 14,000 23,500 Net Worth $ 267,358 Melissa Edmonds As of 12/31/2017 Melissa Cash Inflows Earned Income Salary Girls Golfing Coach Subtotal $ 34,000 S 1,200 $ 35,200 Investment Income Interest Subtotal 3836 $ $ 386 Total Cash Inflows $ 35,586 Cash Outflows Lifestyle Expenses Mortgage payment Rent payment Car Loan Credit Card payment Subtotal $ $ 7.200 $ 7,500 S 2.000 S 16.700 Qualified Savings 403(b) contributions Subtotal $ $ 720 720 Taxes Federal Income Tax State Income Tax Social Security Tex-employment Medicare l'axes Subtotal $ S $ S S 3.520 1.760 2.108 2.108 9.496 Total Cash Outflows $ 26,916 Surplus/Delicit) $ 8,670 FCS 319 Final Investment Case Study Plan Prepare an investment plan for your case family. You must assess the client's needs and prepare an investment plan for the clients based on the data provided. You will submit a Word document and a PowerPoint presentation of your findings, Submission: The written plan should include the following Assess the clients' current financial condition. (Unit 12 - Final Project Part 1) Identify the major Strengths, Wealm.esses, Opportunities, and Threats. (SWOT). Unit 12- Final Project Part 1) Clients Current Financial Condition and SWOT Analysis Suburit a 2-page document describing the clients' current financial condition and outlining a SWOT analysis for the client. The description should include a visual SWOT analysis and a narrative describing the SWOT analysis. Identify and disclose specific assumptions used in analyzing each goal and need. (Unit 13 - Final Project Part 2) Discuss the resolution of any conflicts between the clients' goals and needs, and the ability to satisfy them due to financial or other constraints. (Crat 13 - Final Project Part 2) Client: Goal Assumptions and Conflict Resolution Analysis Subanit a 2-page document identifying and outlining the assumptions for each of the clients' goals and needs. Also include a discussion of conflict between the clients goals and needs. Include the following in your analysis: O Problem Identify the key problems and issues in the case study. Set the scene: background information, relevant facts, and the most important issues. Demonstrate that you have researched the problems in this case study. o Background Family information Goals of the Family Key assumptions o Possible solutions Outline pozrible alternatives (not necessarily all of them) Explain why alternatives were rejected Constraints/reasons Why are alternatives not possible currently? o Recommended Solution Provide one specific and realistic solution Explain why this solution was chosen Support this solution with solid evidence Concepts from class (text readings, discussions, lecture Outside research Personal experience anecdotes) Implementation Determine and discuss specific strategies for accomplishing the proposed solution If applicable, recommend further action to resolve some of the issue: What should be done and who should do it? Identify the extent to which other professionals are required to implement any recommendations. Include an investinent policy statement (examples have been provided under the Resources folder)