Can you do most of the balance Sheets and a short summary of recommendations after the balance sheets that you complete for each scenario. I will do the heavy writing of the project I just need the swot analysis and Calculation part of the project completed. ( I’m welcome to up price to pay for this assignment)
• Financial Statements: Please include a Balance Sheet and Income & Expense Statement. The statements are most beneficial when they include a comparison between their current situation and what you are recommending. (Note: Recommendations with financial impacts on current and future cash flow ought to be reflected on the appropriate financial statement.)
• Cash and Debt Management: This section will mostly focus on financial ratio analysis and any associated recommendations. Determine which ratios are most applicable to analyze.
• Risk Management: This section will analyze their risk management and strategies and insurance coverage. Primarily focus on the adequacy of their insurance coverage.
• Education Funding & Repayment: This section should include recommendations to help their children achieve their educational goals and to repay any student loans.
• Investments: This section should include a concise version of an Investment Policy Statement (IPS).
• Retirement Planning: This section should focus on their retirement goals and should include details of a Monte Carlo analysis on their retirement projection.
• Tax Planning: This section should highlight any tax considerations related to the other analyses or recommendations as well as any additional tax issues they ought to consider. An estimate of their projected tax liability is not required.
• Estate Planning: This section should address any estate planning issues that need to be addressed. Particularly, highlight any documents that they need to have in place or that they need to review. Include a very brief explanation of why those documents are important. Ideally, this section would also include an estate flowchart to show how their assets are anticipated to flow at the death of each spouse.
• Appendices: The preceding sections should be predominately text and informative graphics that aid the client in understanding the recommendations. Include any extensive analyses in an appendix. (Note: In most cases, students will have multiple appendices.)
