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FISV 5410 Johnson & Wales University Estate Planning Paper

FISV 5410 Johnson & Wales University Estate Planning Paper

Question Description

you will bring it all together in a Personal Financial Plan for your clients. Use the sections below to build their plan. You should be referring back to your weekly case analysis assignments.

Financial Plan Sections:

A. Client Profile

Who are they? Think back to Week 1 and summarize the most important items.

B. Financial accomplishments and opportunities

Briefly discuss their finical accomplishments and opportunities. Think back to Week 2

C. Risk Management

What risks do they face and what have they done to manage those risks? Think back to Week 3

D. Retirement

What are their retirement planning goals and what do they need to achieve their goals?

E. Investments

How are their investments performing relative to their goals?

F. Estate Planning Goals

What are their estate planning goals and what do they need to achieve those goals? Think back to

Week 6

G. Recommendations

What are your recommendations, what is your suggested financial plan for them?


  • Each section need only be 1-2 paragraphs in length.
  • Be sure to include all supporting documentation, especially calculations.
  • A Cover Page with your name, date, clients names

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