FIN 3144 Financial Planning Case FactsThe financial plan project requires extensive understanding of both conceptual knowledge and application of financial planning. In this project you work as a professional financial planner and review clients’ financial situation and to answer clients’ questions or make specific recommendations. You can find all information about your clients and their requests from the following case description. Case Facts PDF Use the template below. Complete all parts that are highlighted with blue color. Make sure you are answering every question and making every recommendation with solid and detailed analysis. Show details of calculations where necessary. Financial Plan Template
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