Sample Comprehensive Financial Plan

Especially Prepared For:John and Jane DoeBy: Brad TinnonCERTIFIED Financial PLANNER September 2013 Sample Comprehensive Financial Wealth Management, LLCS eptember 30, 2013 John and Jane DoePresented by: Brad Tinnon, CFP Wealth Management, LLC NET WORTH SUMMARY January 2011 $302,518 September 2012 $375,821 September 2013 $447,001 Personal Assets - JohnPersonal Assets - JaneABC Company 401(k)$120,0004 Parkway School District 403(b)$25,0002 Wealth Roth IRA$16,0005$120,000 Public School retirement Pension$11 -------------$41,001529 College Savings - JohnOther AssetsMissouri MOST 529 (fbo Johnny)$15,000 ------------- -------------$15,000$0 Life Insurance Net - JohnLife Insurance Net - JaneABC Company Group Policy$300,000 Spousal Group Policy$50,000 ----------------Rockwood Group Policy$50,000$300,000 ----------------$100,000 Joint PropertyDebts & LiabilitiesFirst Bank Checking$6,000 Mortgage$225,0003 First Bank Savings$30,000 ------------- Wealth Non IRA Acct$105,000$225,000 Personal Residence$300,000 Furnishings$30,000 Vehicles$25,000 ------------- $496,000 Current ValuesGross Estate Values$120,000 <==AssetsJohnAssets + Life Insurance==>$668,000$41,001 <==AssetsJaneAssets + Life Insurance==>$389,001$496,000 <==AssetsJoint Property$15,000 <==Assets529 Plans($15,000)$0 <==AssetsOther Assets$672,001 Total Assets($225,000)Known Deb

OBJECTIVE: Have the financial option to retire at John’s age 65 and cover retirement expenses (required + desired expenses) of $6,000 per month ($7,500 / mo with taxes factored in) until Jane’s age 90. At retirement, your investments need to be valued at approximately $4,928,126 in order to cover your retirement expenses.

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