Question 11. Pretend you are a personal financial planning professional attempting to devise a comprehensive personal financial plan for Jeff and Mary. What other areas of Jeff and Mary's personal financial situation should be examined and what observations can you make about their current situation? Please mention at least 2 other concepts that they should take a careful look at. Please write a few paragraphs that answer this question. Feel free to pose additional questions that you would like to ask Jeff and Mary as a way of making sure you, as a financial planner, understand their situation. More Notes Regarding Requirement 6 of the Douglas Personal Financial Planning Case These steps and the worksheet below might help you solve requirement 6. I find it easier to set this type of thing up within an Excel worksheet and I like to utilize the FV and PV functions of Excel. However, you can also do this with the time value of money tables within the text or with a financial calculator. It's up to you. In any event, please show your work - how you derived your final answer. AutoSave OFF DES 5- Douglas Case(2) Q Home Insert Draw Page Layout Formulas Data Review View Acrobat Tell me Share Comments v v Ayu Or 0 EM V 70 Sort & Filter Find & Select Analyze Data Create and Share Adobe PDF P Q R S T V X Calibri (Body) 12 ' ab Insert v General PH LG DX Delete v PX Paste BI av A A E $ %) ES Conditional Format Cell Formatting as Table Styles Format v A8 - X fx What other areas of the family's personal financial situation should be examined? A B D E G G H H J M N 0 1 11. Pretend you are a personal financial planning professional attempting to devise a comprehensive personal financial plan for Jeff and Mary. 2 What other areas of Jeff and Mary's personal financial situation should be examined and what observations can you make about there current 3 4 situation? Please mention at least 2 other concepts that they should take a careful look at. Please write a few paragraphs that answer this question. Feel free to pose additional questions that you would like to ask Jeff and Mary as a way of making sure you, as a financial planner, understand their situation. 7 8 What other areas of the family's personal financial situation should be examined? 9 10 11 12 13 14 15 16 17 18 Observations about the current situation. 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 Q1 Personal Balance Sheet Questions 2, 3, &4 Question 5 Question 6 Question 7 Question 8 and 9 Question 10 Question 11 + Ready P 100% Question 11. Pretend you are a personal financial planning professional attempting to devise a comprehensive personal financial plan for Jeff and Mary. What other areas of Jeff and Mary's personal financial situation should be examined and what observations can you make about their current situation? Please mention at least 2 other concepts that they should take a careful look at. Please write a few paragraphs that answer this question. Feel free to pose additional questions that you would like to ask Jeff and Mary as a way of making sure you, as a financial planner, understand their situation. More Notes Regarding Requirement 6 of the Douglas Personal Financial Planning Case These steps and the worksheet below might help you solve requirement 6. I find it easier to set this type of thing up within an Excel worksheet and I like to utilize the FV and PV functions of Excel. However, you can also do this with the time value of money tables within the text or with a financial calculator. It's up to you. In any event, please show your work - how you derived your final answer. AutoSave OFF DES 5- Douglas Case(2) Q Home Insert Draw Page Layout Formulas Data Review View Acrobat Tell me Share Comments v v Ayu Or 0 EM V 70 Sort & Filter Find & Select Analyze Data Create and Share Adobe PDF P Q R S T V X Calibri (Body) 12 ' ab Insert v General PH LG DX Delete v PX Paste BI av A A E $ %) ES Conditional Format Cell Formatting as Table Styles Format v A8 - X fx What other areas of the family's personal financial situation should be examined? A B D E G G H H J M N 0 1 11. Pretend you are a personal financial planning professional attempting to devise a comprehensive personal financial plan for Jeff and Mary. 2 What other areas of Jeff and Mary's personal financial situation should be examined and what observations can you make about there current 3 4 situation? Please mention at least 2 other concepts that they should take a careful look at. Please write a few paragraphs that answer this question. Feel free to pose additional questions that you would like to ask Jeff and Mary as a way of making sure you, as a financial planner, understand their situation. 7 8 What other areas of the family's personal financial situation should be examined? 9 10 11 12 13 14 15 16 17 18 Observations about the current situation. 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 Q1 Personal Balance Sheet Questions 2, 3, &4 Question 5 Question 6 Question 7 Question 8 and 9 Question 10 Question 11 + Ready P 100%