Sample Plan (Full Plan - all modules) - Ativa

Plan Summary Net Worth Total Assets Liabilities Your Net Worth Family Income (after taxes) Total Expenses Your Net Cash Flow Cash Flow $ 470,000 $ 130,000 $ 340,000 $ 75,831 $ 49,400 $ 26,431 Asset Allocation Profile Current Questionnaire Recommended Cash Bonds Stocks 14% 33% 39% 5% 5% 80% 8% 8% 72% Balanced 14% 10% 11% Retirement Plan