Planit:Personal Financial Strategy Exercise

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Solve for the following problem:

Your client has given you all necessary information to complete a full life goals analysis and is meeting with you today to discuss her current situation and financial strategy. She wants the PFS document to take with her and review later, but she want the focus of the presentation to be the major differences and resulting shortfall/surplus of the current and modeled scenario.

Using the Personal Financial Strategy, answer the questions below:

  • How soon will she run out of money in the current situation analysis, and how much would she need to save to correct this shortfall?
  • What are the major changes she has to make in order to follow the model strategy?
  • What is the resulting estate surplus from the modeled scenario?

Check the accuracy of your client against the answer key

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