PROJECT: Financial Planning for Janella

My Group Members:

Today, you and your group will fnalize your decisions for Janella’s budget and prepare to present your recommendations for her fnancial planning.

TO DO:

 FINALIZE Janella’s Monthly Budget document on page 40. Use the notes Janella provided to determine the cost per month of each of her expenses. For expenses that Janella did not share the cost of, you can use Google or another search engine to look up average costs in her area.  FINALIZE your fnancial recommendations for Janella. Use the Financial Planning Presentation Chart on the next page to start putting together your presentation for next session.

 During the next session, you and your group will present your budget recommendations for Janella to the cohort. PLAN and ORGANIZE how you will present to the group. You may choose to make a poster, PowerPoint, or just prepare to talk through the budget without a visual aid.

 Extra Time? Review the article “Risk Tolerance, Risk Capacity, and Risk Alignment: How to Take On The Right Level of Risk” By Marguerita M Cheng in the session 4 bonus materials.