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.

Comments

Fictitious names used throughout document.

Copyright Owner

Holleman, Peter

File Format

PDF

Embargo Period (admin only)

11-25-2020

1

Share

COinS