Question
This case study presents Jerome, a professional athlete, that needs a financial plan. He has not focused on his budget to date but would like
This case study presents Jerome, a professional athlete, that needs a financial plan. He has not focused on his budget to date but would like to get married and take care of family members and needs guidance. Read the case study and attached materials. Use the Dilemma Map to plan your recommendations. Jerome is asking about marriage and a house, but you think there is more work to be done. Knowing Jerome has difficulty budgeting you must make specific recommendations to spend, save and invest. Prepare a 5 year plan in excel (sample template attached) to demonstrate to Jerome how he can allocate his income and savings to meet his goals. Write a 1-2 page summary of your recommendations that will help Jerome meet his goals and provide for a secure future and retirement. Include projections on the future value of savings. The purpose of the case study is to demonstrate what you have learned from the course. Refer to the text for important topics to include in the budget and cover with Jerome.
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