For my project, I decided to create a hypothetical retirement plan for a fictitious client. In my project, I input my client's job, his salary, his 401k, his assets, his family, and his needs, wants, and wishes for retirement. After doing this, I created a portfolio for his savings, which a program automatically predicted the earnings over time based upon the mutual funds that I selected. Using this data, the program calculated that the retirement goals for this client were not realistic, so I refined his goals by cutting out expenses and increasing savings while picking riskier mutual funds to invest in. These changes to his financial plan were enough to fix his plan into something that can realistically happen.
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