Spring 2023

Type of Culminating Activity

Student research paper


This business plan project provides research on financial advisor firms, financial education and literacy and money management in American society. There are numerous tools and resources available to become financially independent and literate. The problem is that all this information does not reach the communities that need them the most (low-income), especially the youth because it is not taught in school. To address the financial illiteracy issue among the American population I created a business plan, offering the financial services the people need most. At the same time, I created this capstone project doing some research on people's financial health and knowledge in America. With this project my goal is to provide information, guidance, knowledge and financial advice to people suffering from financial illiteracy and struggling with money management in their daily lives. For that, I will create a financial advisory company that provides the necessary services to assist individuals with their financial situation and improve their daily lives.

Degree Program

Bachelor of Arts in Interdisciplinary Professional Studies


Margaret Sass, JD, Ed.D. Kooper Sheeley



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