This is the thirteenth and final Capstone project installment as outlined in Module A located in the Learning Modules section.
Throughout this term, you have become very familiar with making certain lifestyle choices based on net pay after taxes of $4,000 per month.
Respond to the following and support your response.
Section #1 Financial Management: Provide at least one paragraph to address the following:
Bank/credit union selected
Checking and savings accounts
Credit card selected
One credit reputation strategy
Targeted retirement savings amount
Selection of your beneficiaries
Section #2 Assets: Provide at least one paragraph to address the following:
Vehicle selected/financial information
House selected/financial information
Amount of savings balance
Amount of investment balance
Any other assets (e.g. furniture, etc.)
Section #3 Liabilities: Provide at least one paragraph to address the following:
Any other liabilities
Section #4 Budgeting: Provide at least one paragraph to address the following:
Amount of any other income included
Surplus or deficit? Amount?
One financial value
One financial goal
One financial strategy
Section #5 Conclusion: Provide at least one paragraph to address your overall experience with this project and indicate at least one new fact or idea that you learned and one new fact or idea that you will use in your own financial planning process at some point in your life.
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