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
What are their retirement planning goals and what do they need to achieve their goals?
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
What are your recommendations, what is your suggested financial plan for them?
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