Purdue University Using MoneyGuide Pro Business Plan
Description
Based on your MondeyGuide Pro financial plan for James and Harold:
- Summarize the MoneyGuide Pro recommendation
- Do you agree with the recommendations?
- Would you suggest they lower their risk tolerance?
- How would you reallocate Harold investments?(currently they are 90% equity)
- How would you implement the recommendations? (prioritization, time, money)
- In your opinion, how often should the financial plan of Harold and James be monitored?