1. © 2003 Six Sigma Academy0 The 8 Step Approach Strategic Business Alignment Workshop Part 1 Case Study Materials

2. © 2002-2003 Six Sigma Academy1 The Stevens Shawn Stevens – 39 Works for IBM making $60K per year as a financial analyst Betsy Stevens – 39 Works for New Jersey School System making $53K per year Susan Stevens – 12 Plays Piano, Club Soccer Goalie, B Student Britney Stevens – 9 Cheerleader, Basketball Player, A Student Justin Stevens – 7 Football, A Student

3. © 2002-2003 Six Sigma Academy2 The Stevens http://cgi.money.cnn.com/tools/collegeplanner/collegeplanner.jsp Needs Review: Pay for three children to attend college (4 year plan) without having To borrow money. Shawn envisions his children attending Yale as he and his father did, While Betsy thinks Harvard is the school of choice. The Stevens’s heard that Money Magazine had a few resources That could help …

4. © 2002-2003 Six Sigma Academy3 The Stevens Stevens’s Financial Information Federal tax rate 27% State tax rate 7% Current College Fund $8750 in 30 day CD 3% No other college savings