This guide is for BUSI 489 Week 8 Comprehensive Financial Plan, start to submission. The complete financial plan for the textbook's case client, built from the six Targeted Financial Plans plus additional information.
BUSI 489 is Capstone in Financial Planning, 3 credit hours, in Liberty University's BS in Business Administration. Canvas and the course guide file print the code as BUSI489; it is the same course.
| Course | BUSI 489 Capstone in Financial Planning |
|---|---|
| Module/Week | 8 |
| Points | 100 points |
| Length | Set in the plan instructions |
| Sources | The six Targeted Financial Plans, the case, the textbooks and the software |
| Faith integration | Not required by the guide |
| Format | As instructed |
What BUSI 489 Week 8 Comprehensive Financial Plan asks for
Using the Targeted Financial Plans from Modules/Weeks 1 to 6 along with additional information, you complete the Comprehensive Financial Plan for the hypothetical case from the textbook. It is due in Module/Week 8; the final week ends Friday at 11:59 p.m. (ET). Worth 100 points.
Where it fits in BUSI 489
In the published schedule, Comprehensive Financial Plan is one of 16 graded written assignments in BUSI 489. It follows Week 8 Financial Plan Presentation, and it is the last written assignment in the course. The same week also has Financial Plan Presentation, so plan the week's writing together.
How BUSI 489 Week 8 Comprehensive Financial Plan is graded
Liberty grades Comprehensive Financial Plan with the rubric attached to the assignment in Canvas, worth 100 points in the published guide. That is about 10% of the course's 1,010 points. Read the rubric first. Each row is a criterion, and the wording of the highest column is the closest thing you have to a model answer.
Course grades in BUSI 489 use Liberty's point scale: an A is 900 to 1010 points of the course total. Missing the length or source minimum usually costs points on several rows at once, which is why the checklist below starts with them.
Timing in the published guide: Each course module/week (except Module/Week 1) begins on Tuesday morning at 12:00 a.m. (ET) and ends on Monday night at 11:59 p.m. (ET). The final module/week ends at 11:59 p.m. (ET) on Friday. Check the due dates in your Canvas section, which govern.
The BUSI 489 Week 8 method, step by step
Start from the need
Assess the need first. The plan's goals and measures all depend on a clear statement of the gap.
Write measurable objectives
Write objectives that name the audience, the behavior or outcome, the level and the time frame.
Choose methods that fit the objectives
Select the strategies, content or interventions that fit each objective, and say why they fit, citing evidence (The six Targeted Financial Plans, the case, the textbooks and the software).
Plan the resources and timeline
List what the plan needs (people, time, materials, cost) and the order of steps. Graders look for plans that could be carried out.
Plan the evaluation
Tie each objective to a measure and a time point. Evaluation is where most plans are thinnest.
Format and length
Use the template or headings the guide gives and stay within Set in the plan instructions, in current APA.
Rerun the software with every recommendation in place to confirm the plan is affordable; if the recommended savings and premiums exceed the surplus, prioritize and say what waits. Check that all sections use the same assumptions and figures.
A structure for BUSI 489 Week 8 Comprehensive Financial Plan
Word targets are planning numbers for about 1,600 words of body text, set by the length in the guide; the rubric decides where to spend more.
| Section | What it must do | Target |
|---|---|---|
| Client profile and goals | From Plan 1, revised. | ~190 words |
| Financial situation | Statements and ratios. | ~220 words |
| Content areas | Tax, risk, education, investments, retirement, estate. | ~700 words |
| Integration | Priorities and trade-offs across areas. | ~290 words |
| Implementation | Action steps and monitoring. | ~190 words |
A topic angle that works
Combine the revised sections, then add what no single section could: a prioritized action list that respects the client's cash flow and the trade-offs between goals.
Model paragraph with notes
An original paragraph written by our desk to show the register that earns full rubric credit. It is study material: learn the moves, then write your own.
Your monthly surplus of $650 cannot fund every recommendation at once, so we suggest this order: first, the term life policies ($70 a month) and wills; second, raising your 401(k) to capture the full match; third, the emergency fund with the remaining surplus and your annual bonus; fourth, college savings once the emergency fund is complete in about three years. We will review progress together each year.
- Prioritized steps.
- Fits cash flow.
- Monitoring.
Mistakes that cost points on BUSI 489 Week 8
- Sections pasted without integration.
- Unaffordable recommendations.
- Inconsistent figures.
Checklist before you submit
- Length: Set in the plan instructions
- Sources: The six Targeted Financial Plans, the case, the textbooks and the software
- Each objective is measurable and has an evaluation measure
- Required template or headings used
- Each rubric row read against the section that answers it
Questions students ask
What is the BUSI 489 Comprehensive Financial Plan built from?
The six Targeted Financial Plans from Weeks 1 to 6 plus additional information, for the textbook's hypothetical case client.
How many points is BUSI 489 Week 8 Comprehensive Financial Plan worth?
100 points in Liberty's published course guide for BUSI 489, out of a course total of 1,010 points (about 10% of the grade). The rubric attached to the assignment in Canvas shows how those points are divided.
Is BUSI 489 Week 8 the same in every section of BUSI 489?
This guide follows Liberty's published course guide for BUSI 489. Liberty notes that course content can change from term to term, so if your Canvas section shows different instructions, a different week or different points, follow Canvas and your instructor.
Want a tutor to look at your draft?
Send the instructions and what you have so far. A Liberty tutor replies with what to fix first, usually within the hour.