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Author
Albadalejo Ghanime, Robert
Ferrer de Martí, Anna
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Abstract
This project raises the financial planning of the family of four members who reside in the city of Barcelona, Spain.
Planning includes the resolution and management of different goals such as retirement, children's education, contributions to pension plans, purchase of new assets and an annual trip. In order to provide a successful pursuit of these objectives, different measures are suggested to be able to get them and thus meet the needs of the family. What's more, Two different investment alternatives are also proposed the investments that the family currently has, adjusted to their risk profile, and it is determined which one is considered best.
Finally, it is observed whether the proposed measures achieve the desired objectives and what is the status of the accounts of the family.
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