As the Financial Plan consultant of your chosen organization:

Develop a list of short-term, medium-term, and long-term financial goals (1 each)

Estimate the US dollar amount of each goal, prioritizing them (low, medium, and high priority) and stating projected dates to complete each goal.

Using Microsoft Excel, develop a 12-month preliminary budget of revenues and expenses relevant to the organizations operations.

Using Microsoft Excel, develop a balance sheet to support the preliminary budget. List the projected assets, liabilities and capital.

Amend the budget to account for an accurate estimation in social security taxes, Federal Income Taxes, and State Income Taxes.

Recommend one short term investment for the organization to consider by describing how the investment can serve as value to the bottom line.

Provide a rationale for short-medium-or-long-term loans for the organization.

Develop a suitable asset allocation of the goals and risk tolerance. Recommend any changes to investments (e.g., aggressive growth mutual funds) considering goals and risk tolerance