This project involves creating a comprehensive financial plan for a client. The goal is to provide a detailed analysis of the client's current financial situation and develop a strategic plan to help them achieve long-term financial security and success. The plan should address their current financial situation, future income projections, savings strategies, and investment recommendations.

Project Scope:

You are a financial advisor onboarding a new client who has specific financial goals. The client has an initial salary and anticipates future income growth. Create a comprehensive strategy that addresses budgeting, saving, investing, tax planning, and retirement planning. 

Key tasks include:

• Conducting a thorough financial assessment of the client.
• Identifying the client's short-term and long-term financial goals.
• Developing a personalized financial plan that includes investment, savings, and risk management strategies.
• Presenting the financial plan and providing recommendations. The presentation should summarize the key points of the financial plan and provide actionable recommendations.

Final Deliverables:

• Written Report: A detailed financial plan (5 to 8 pages) with supporting materials.
• Presentation: A creative presentation of the financial plan (5 to 8 minutes).

Both deliverables should demonstrate a clear understanding of financial planning principles and effective communication skills.

We will be available to offer support to students such as answer questions about the project scope. We will provide the required information to complete the project.