This is the thirteenth and final Capstone project installment as outlined in Module A located in the Learning Modules section.
Throughout this term, you have become very familiar with making certain lifestyle choices based on net pay after taxes of $4,000 per month.
Respond to the following and support your response.
Section #1 Financial Management: Provide at least one paragraph to address the following:

Bank/credit union selected

Checking and savings accounts

Credit card selected

Debt limit

One credit reputation strategy

Targeted retirement savings amount

Selection of your beneficiaries

Section #2 Assets: Provide at least one paragraph to address the following:

Vehicle selected/financial information

House selected/financial information

Amount of savings balance

Amount of investment balance

Any other assets (e.g. furniture, etc.)

Section #3 Liabilities: Provide at least one paragraph to address the following:

Vehicle loan


Any other liabilities

Section #4 Budgeting: Provide at least one paragraph to address the following:

Amount of any other income included

Surplus or deficit? Amount?

One financial value

One financial goal

One financial strategy

Section #5 Conclusion: Provide at least one paragraph to address your overall experience with this project and indicate at least one new fact or idea that you learned and one new fact or idea that you will use in your own financial planning process at some point in your life.

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