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Smith Family Financial Plan (A) Case Solution & Answer

The Smith family is in a liquidity crisis. Even with a combined gross family income of $ 80,000 per year, monthly cash outflows are even greater than the inputs. Joel and Amber Smith are aware of these flows liquidity problems, but do not understand where your money goes and the struggle to establish financial goals. They contacted a financial consulting firm to help develop a plan and set realistic goals to come. The Smith face common financial problems for young people, such as saving for retirement and education of children, debt settlement credit card families, reimbursement (and perhaps refinancing) of your mortgage loan, Buying a new vehicle, and provide secure proper health care. Students have the responsibility to act as financial advisor to the family and help them get their finances under control. The housing is made of two parts (A) and (B). These can be used separately in 75 – to 90-minute classes with Smith Family Financial Plan (A) covered half the course and the financial plan for the Smith family (B), 9B13N006 product covered near the end. Alternatively, it can be used as a key assignment in two parts, the part (A) such that the first communication and the main part (B) as a second.
by
Brian Lane,
Nathalie Johnstone
Source: Ivey Publishing
6 pages.
Release: July 17, 2013. Prod #: W13292-PDF-ENG
Financial Plan of the Smith family (A) Case Solution

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