A comprehensive financial plan for a family of four.

Background information about the family • Family financial information (Balance Sheet, Income Statement and Federal Income Tax Return with Schedule A) • Family’s financial goals (short, intermediate and long term) • Financial analysis and advising. Based on the family’s financial information, you need to explain whether the family can achieve their financial goals (short, intermediate and long). If yes. what they need to do to achieve the goals. If not, how they should adjust their financial goals. • Conclusion

Sample Solution