Task Name: Phase 4 Individual Project Deliverable Length: 2–3 pages Details: Weekly tasks or assignments (Individual or Group Projects) will be due by Monday and late submissions will be assigned a late penalty in accordance with the late penalty policy found in the syllabus. NOTE: All submission posting times are based on midnight Central Time. Create a comprehensive personal financial plan based upon current and future financial needs. This plan must include the following: Life expectancy planning Survivorship needs Lifestyle considerations Final disposition of assets Contingency allowances The plan should be organized in the following manner: Current and future income needs Debt acquisition and retirement Acquisition and disposal of personal assets Emergency cash funds Investment plan Retirement plan Estate plan .

1. Task Name:
Phase 4 Individual Project
Deliverable Length:
2–3 pages
Details:
Weekly tasks or assignments (Individual or Group Projects) will
be due
by
Monday and late submissions will be assigned a late penalty in
accordance with the late penalty policy found in the syllabus.
NOTE: All submission posting times are based on midnight
Central Time.
Create a comprehensive personal financial plan based upon
current and future financial needs. This plan must include the
following:
Life expectancy planning
Survivorship needs
Lifestyle considerations
Final disposition of assets
Contingency allowances
The plan should be organized in the following manner:
Current and future income needs
Debt acquisition and retirement
Acquisition and disposal of personal assets
Emergency cash funds
Investment plan
Retirement plan
Estate plan