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Arizona State University Personal Financial Planning Presentation

Arizona State University Personal Financial Planning Presentation

Question Description

I need a personal financial plan as a presentation for a hw I have on an accounting class, also I need you to write what should I say in the presentation because I have to record it. Here is the instructions:

Follow the 7-step financial planning process and use the information on your personal financial planning workbooks to make a financial plan for yourself.

Step 1: Present/analyze your qualitative and quantitative information and address incomplete information.

Step 2: Identify, select, and prioritize your goals.

Step 3: Analyze current course of action and potential alternative course of action.

Steps 4 and 5: Develop/present the financial planning recommendation(s).

Step 6: Identify, analyze, select, and implement actions, products, and/or services.

Step 7: How to monitor and update information, goals, progress, and implementation.

Please read Module 1 for what actions may occur specifically during each step. The PowerPoint could be about 20 to 30 slides with recorded voice and narration. Your financial plan should be SMART.


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