A stack of hundred dollar bills with labels reading "mortgage," "bills," and "food."

Planning for the Future

How can we create a financial plan for a family?

Project Summary

In this project, students take on the role of financial planners and help local families to plan for goals such as retirement, college tuition, and mortgage reduction. With the help of a professional financial expert and their math teacher, students understand basic financial principles and formulas that are exponential and logarithmic functions. As a team, students interview their clients to determine their financial goals, then perform and calculate appropriate savings and investment plans using algebraic, graphical, and table representations.

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