Degree Type
Creative Component
Semester of Graduation
Fall 2020
Department
Family and Consumer Sciences
First Major Professor
Jonathan Fox
Degree(s)
Master of Family and Consumer Sciences (MFCS)
Major(s)
Family and Consumer Sciences
Abstract
After watching the surviving family of a close friend struggle financially because they were not prepared for her untimely death, Tyler and Mia Bedo decided to look into their own financial planning issues. Without a clear picture of how to navigate to where they want to be financially, they decided to seek the counsel and advice of a financial planner. As a result, they reached out to Holleman Advisory. After meeting and agreeing to work with the Bedos, gathering their financial and personal information, identifying their financial goals and objectives, and evaluating and analyzing their situation, a comprehensive financial plan was developed to help them achieve their goals. The following is this plan. Through review and proper implementation of this plan, the Bedos should be confident in their ability to achieve what they set out to accomplish.
Copyright Owner
Holleman, Peter
Copyright Year
2020
File Format
Embargo Period (admin only)
11-25-2020
Recommended Citation
Holleman, Peter, "Comprehensive financial plan: The Bedo family case study" (2020). Creative Components. 647.
https://lib.dr.iastate.edu/creativecomponents/647
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Comments
Fictitious names used throughout document.