In this high school math project, students take on the role of financial planners and help local families plan for retirement, college tuition, and home mortgages.

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. They write a report and present it with visual displays of their recommendations in a final meeting with their client.

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