This assignment requires the creation of your own long-range personal financial plan. It is NOT a summary or synopsis of the text material. Rather it uses the text as a guide for you to create your own plan. You must have a “chapter” of your plan which mirrors the material in each chapter of the text, and every chapter in the text must be clearly reflected in your plan. Use the concepts in each of the chapters to form your goals and strategies for your own financial future. Your plan must contain a chapter for each chapter in the text. The intention is that you have a plan that you can follow for years to come after completing this project. Once your plan is complete save a copy for yourself for future reference, and then a copy that you will submit. In the latter copy you must change all of the numbers so that you are not submitting any actual confidential information. I am interested in format and thoroughness, not accuracy of the data. You may NOT use any preformatted planning materials for this assignment! All documents included must be in Word format with all charts and tables imbedded from Excel worksheets. Do not attach separate Excel worksheets, you must imbed them into the Word document.
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