Financial Plan with Solutions of a Real Life Case Study - Network FP

 

financial planning case study with solution

Financial Plan with Solutions of a Real Life Case Study. Note – This case study is published in Steven Fernandes book There is always a financial solution published by Bestsellers18 which is a compilation of different case studies. George Kinder’s approach to life planning is based on the premise that advisers should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. We call it life planning because what’s really important isn’t the client's money, but their life. Inside Cases in Financial Planning: Analysis and Preparation are the real stories of how to create a sound client relationship in order to implement a sound financial plan. You’ll meet The Burkes, a % complete financial planning case with analysis and answers. Plus, there are 10 comprehensive cases that range from easy to hard.


Case Study: Financial steps needed to complete goals - beralpasa.cf


Case Solutions. The case describes the financial data financial planning case study with solution Bedo family, consisting of Tyler Bedo and his wife Mia along with their five year old child Becky. In like manner. Mia saw an advertisement from a big financial planning firm. Theses event compelled Tyler and Mia to consider their financial planning for their future. After analyzing the Bedo family case and their current financials, it can be evaluated that, Bedo family looked for financial advice from expert financial planning for the achievement of two specific goals, which are illustrated below.

Moreover, it was assessed that, Bedo family also seeking financial planning advice because Mia wanted to start a small business of selling art supplies, while maintaining their financial privacy. Additionally, they wanted to make certain that, Becky would have sufficient financial welfare, in the case of their deaths.

It can be assessed form the case that, Both Mia and Tyler Bedo worked and had managed to secure job in the Springfield area close to their home. Therefore, financial planning case study with solution, it can be evaluated that, if they lost their jobs or suddenly died then currently there is no enough saving in their bank accounts to provide sufficient welfare to their child Becky, as most of the payments are directly made from their salary leaving little or no money saved.

Hence, it can be evaluated that, Mia and Tyler had identified this situation and were willing to address it by seeking the advice of financial planning consultants. In which, Bedo family had set two primary goal, which included to financial satisfaction in their lives, while ensuring they are self-sufficient in their retirement.

However, it can be evaluated that by seeking advice of experts regarding their future financial planning would enable them, to ensure the livelihood and happiness of their financial planning case study with solution, in case of any adverse financial situation or their deaths. In like manner, the believed that, they would continue to save the same amount of money as they were currently saving, in the event of a disability. Therefore, it can be evaluated that, it was the responsibility of the financial planning consultants to effectively advice the Bedo family towards the attainments of their goals, while effectively dealing with the vast amount of issues facing them.

After analyzing the Bedo family and case and their financial planning case study with solution, it can be determined that, both Tyler and Mia worked to generate income for their family. Furthermore, it was evaluated that, with respect to Retirement assets both Mia and Tyler owned k and traditional IRA independently.

Therefore, it can be determined that, the decided expenses of the family were mostly related to the mortgage, loan payments, financial planning case study with solution, insurance premiums and investments. Then they needed to decrease some of their unnecessary expenses, as this could significantly improve their annual saving and take them one step closer to achieving their goals This is just a sample partial case solution.

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Real life case studies | Chartered Institute for Securities & Investment

 

financial planning case study with solution

 

Financial Plan with Solutions of a Real Life Case Study. Note – This case study is published in Steven Fernandes book There is always a financial solution published by Bestsellers18 which is a compilation of different case studies. Financial Planning Case Study: Financial planning is the choice of the right strategy of the development of an organization paying attention to its potential and available financial resources. The process of planning also includes the statistical information about the company’s capital, the rates of its profit and expenditures and the control over the monitoring of its financial condition. Financial Planning Case Study With Solution financialoffers a wide range of free downloadable resources such as whitepapers, case studies, and targeted analysis provided by industry beralpasa.cf The Ultimate Marketing Case Study Template on Facebook Share The Ultimate Marketing Case Study Template on Twitter Share The Ultimate Marketing Case Study Template on Linkedin Share The /10().