Final Comprehensive Case Study: Tyler and Mia Bedo
Date
2021-01-01
Authors
Akers, Landen
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Jonathan Fox
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Human Development and Family Studies
Abstract
Mia and Tyler Bedo's comprehensive financial plan. The objective of this case study was to complete a comprehensive financial plan the couple Tyler and Mia Bedo. This case study looked at the different parts of a financial plan that could be presented to Tyler and Mia Bedo. During this course we were able to research and complete different parts of the plan that would help benefit the Bedo's financially. Through research I was able to discover how I can help the Bedo's reach their short and long term financial goals. This case study helped me understand the importance of a financial planner and the work they do.
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Fri Jan 01 00:00:00 UTC 2021