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Financial Plan


You are a financial advisor to a low income single parent. The client does not have enough income to make it through the month. You have been asked to create a budget plan that includes borrowing money. After analyzing the needs of your client you collect information about your client's monthly expenses, assets and income. You prepare a plan for the client with different options for borrowing money and the financial consequences of each. (Example by Andrea Hansen, Director Self Sufficiency Program, UW-La Crosse)