Case Study Analysis
Dropbox 2.5 Case Study Response Template
BUS-150 Personal Finance
Student Name: Type name here
Submission Date: Type date here
What past experiences is Bob focusing on that may be interfering with the couples ability to set a faith financial goal in relation to the inheritance check they just received?
Enter your 50-100 word response below each question. Review the case study information and assignment instructions closely, and then be sure to demonstrate your understanding of the concepts at hand, your ability to apply these concepts to the case study situation, and your professional-level writing skills. Save a copy of this file for yourself and then submit a copy to your instructor, using the Dropbox, by the end of the Workshop. Attach both this response template and your separate Excel spreadsheet as outlined in the assignment instructions.
On what present resources/limitations is Debbie focusing on that may be interfering with the couples ability to set a faith financial goal in relation to the inheritance check they just received?
Enter your 50-100 word response below each question.
In what ways are Bob and Debbie making some of the common mistakes that become obstacles to setting goals?
Enter your 50-100 word response below each question.
In regard to the four personality types that Ron illustrated with the DISC acrostic (See page 91 of your textbook.), what personality does Bob seem to be demonstrating?What personality type does Debbie seem to be demonstrating?
Enter your 50-100 word response below each question. 
Case Study Analysis Bob and Debbie began to get really busy and had back meetings w Steve multiple mes. Roughly 6 weeks had passed since the time Bob and Debbie sat down at their table and completed the questions Steve asked them to complete about their stewardship Sean came home from New Mexico State for Christmas break and seemed to only talk about join ing a fraternity that he has heard is the best frater nity to be in and associate with for those wanting to pursue medical school. There is lots of money affiliated with the fraternity, and many doctors who were fraternity members come back and socialize broth with the up-and-coming students. Chloe and Clara fraternity both had year-end programs to prepare for Chloe get connected with doctors who are Then, had a volleyball tournament that took Bob and Deb ers. Apparently s the the area on significant connection to doctors in cars mu we committed to taking Chloe at too didn't go thday in about a month. on spen into how much we were planning her Fina but the look on her face when worth it a whi buy her a new car wor where he ilo her bie all over the state. Chloe's team ended up placing third at the state championship, which was a huge accomplishment. Bob and Debbie had even thought about getting Chloe a car for all of her hard work ily, and because she now has her driver's license. Clara has been quietly hinting that she wants her own to horse for Christmas after working in the Christmas Debbie and I decided to get an a cou she can keep at the riding camp She wee her That means we will have to shoeing next pay for the feed, vet bills, and hors ver wait. We are talking with a horse for the ne We are probably ooking at kids so life "All that sa d, we ove our we erience re want to provide for them the way expe for We want our kids to here ay So feel like they are out ho bout need help to figure d cou d to ta kee all that we have just tte Bobo the er Steve sat and ed l from pap" listen got up f done, Steve five sheets one your and looked in his desk ritty of i fee "Bob, I would like You d the d the an exercise before we get into and this like they are all old enough to take me determine I wou d like two will help finish g where everyone stands that as we that f sections we P believe us we can assess how content you are I for has grace is the ultimate on God's When we are we are relying depen and mercy and have lete and need compl what we for dence on Christ to provide pageant at the Freedom Riders Camp, the handi capped children's horseback riding facility where she works. Clara has such a compassionate heart Now Christmas is over, and, as usual, Bob and Debbie feel strapped again, a feeling that occurs every year around January. Bob calls it the Christ mas Trough, where the realization occurs that the stuff bought for Christmas now has to be paid for This is what really brought Bob and Debbie back to the reality that they need to continue to see Steve and no regardless of the fact that Bob really doesn't think a this spiritual stuff is necessary to get their finances in order. on January 18, Debbie When Bob was Bob and finally meet with Steve again. After some talk about Christmas celebrations, Steve began to lead into the focus for the meeting "Bob, how do you and Debbie feel now, after Christmas?" Steve asked "Steve, I tend to say this every year it's the feeling of the Christmas Trough. We always seem to get this feeling every year that we overspent and have to pay it all off. This year we decided pay to get Sean into a fraternity, and it will cos us roughly $1500 per month to cover his housing costs and fraternity fees-but it was so important to him so that he will have a better opportunity to
