Damien Duff’s Personal Financial Plan Harvard Case Solution & Analysis

When he graduated from business school five years back, Damien had had a plan - a good one. The problem, of course, was that strategies hardly unfolded as anticipated. Damien and his wife, Katrina, were expecting their first child. He took a glance at his financial plans, as Damien wrestled with the reality of the news.

Damien understood his career was on course, but his debt load was substantially higher than expected and he had not started his retirement portfolio as intended. With a baby along the way, he understood the expenses would just accelerate. Pay off the debt, take up a registered education savings plan, or postpone the retirement savings plan further?

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PUBLICATION DATE: July 12, 2012 PRODUCT #: W12247-HCB-ENG

This is just an excerpt. This case is about FINANCE & ACCOUNTING

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