Planning for the Future

How can we create a financial plan for a family?

Key Content
exponential, logarithmic, and linear functions, financial planning, algebra, pre-calculus
A stack of hundred dollar bills with labels reading "mortgage," "bills," and "food."

Students take on the role of financial planners and work with local families to create a financial plan for goals such as retirement, college tuition, and mortgage reduction. With the help of a professional financial expert and their math teacher, students apply their understanding of exponential and logarithmic functions to basic financial principles and formulas. After interviewing their clients to determine financial goals, student teams recommend savings and investment plans using algebraic, graphical, and table representations. (View a related project video.)