In this month’s meeting, we’re going to put our theories and conversations and scenarios over the past months into a case study! We’ll look at a made-up member of our group and her financial situation, and spend the hour coming up with a financial plan for her. We’re hoping talking about her situation and discussing ways to address it will help us to create our own individual framework for financial decisions. Some of the topics we’ll cover with her situation are debt paydown, renting vs. buying, career, salary, and investing in retirement.
Some resources that may be helpful for this meeting are: