Sample Financial Plans
Sample Plan 1
In this sample, Keegan (35) and Taylor (38) Rosen are a couple in the accumulation phase of life. They have a net worth and accumulated savings of just under $500,000. They have two children, Claire (8) and Jack (6). They came to us for guidance on:
- Cash flow planning
- Coming up with an effective savings plan
- College planning
- Life insurance planning, and
- Early-stage retirement planning.
Sample Plan 2
In this case, Paul (63) and Lynn (64) Price are a couple planning to both retire at their age 65. They have a net worth of $1.5 million and accumulated savings of $1.2 million. They have two children, Michael and Stacy, who have good jobs and are out of the house. They came to us for guidance on navigating the various issues of retirement, including:
- What they can spend without fear of running out of money
- Effective and efficient distribution planning
- Legacy planning
- Debt management, and
- Long term care planning.