help with the finance concept

Task Name: Phase 4 Individual Project
Deliverable Length: 2–3 pages
Details:

Weekly tasks or assignments (Individual or Group Projects) will be due by Monday and late submissions will be assigned a late penalty in accordance with the late penalty policy found in the syllabus. NOTE: All submission posting times are based on midnight Central Time.

Create a comprehensive personal financial plan based upon current and future financial needs. This plan must include the following:

  • Life expectancy planning
  • Survivorship needs
  • Lifestyle considerations
  • Final disposition of assets
  • Contingency allowances

The plan should be organized in the following manner:

  1. Current and future income needs
  2. Debt acquisition and retirement
  3. Acquisition and disposal of personal assets
  4. Emergency cash funds
  5. Investment plan
  6. Retirement plan
  7. Estate plan