Financial Planning Project

Over the course of a semester, I worked with two classmates to develop a comprehensive financial plan for a real-life couple. Using concepts and tools learned in our Consumer and Family Financial Services coursework, we analyzed the couple’s financial situation including income, expenses, goals, risk tolerance, and future plans to create a personalized strategy. Our recommendations covered budgeting, insurance, retirement planning, investments, and estate considerations. At the end of the project, we presented our full plan directly to the couple, allowing us to apply our knowledge in a real-world setting while practicing professional communication and client engagement. This experience strengthened my skills in financial analysis, teamwork, and presenting complex information in a clear and meaningful way.