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Case Study – Financial Planning
Using what you have learned in this course, address the following questions in no more than two pages.
1. a) What are your financial goals, both short term and long term?
b) What Savings % do you think you will need to get there?
2. – What risks do you expect to face as you build your net worth and how would you address them?
3 – a) How do you think you will invest your savings over the next 5-10 years?
b) What return on investment do you expect and why?
4. – How much money do you think you will need to retire and why?


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