Table of Contents for the Sample Financial Plan.
- Confidential Report -Table of ContentsSection 1: Financial Plan Overview· Introduction and financial assumptions· Disclaimer, and about the Probability of Success Number· Level of client services· Interview notes: Your concerns and objectives· Cost Benefit Ratio - Current vs. Proposed plan differencesSection 2: Budget & Cash Flow· Family budgeting snapshot and personal cash flow projectionsSection 3: Net Worth· Current snapshot, and long-term projection, of your net worthSection 4: Retirement Projections· Explanation of the retirement planning reports· Retirement planning reports· Your Social Security benefit statementSection 5: Investment Management· Explanation of the asset allocation reports· Investment Policy Statement· Investment performance historical track record· Asset allocation report· Bond portfolio report· Rental real estate analysis· Morningstar Fund Detail reportsSection 6: Insurance Planning· Family life insurance needs analysis (capital needs analysis)· Disability and long-term care insurance needs· Whole life vs. buying term and investing the differenceSection 7: College Planning· Children's college funding report(s)Section 8: Estate Planning· Estate planning document organizerSection 9: Plans of Action· Sources and application of investment funds· To do listsSection 10: Miscellaneous· Reports for all of the little financial planning jobs· Understand your (Pershing) monthly account statements· Our investment newsletter· Referrals· Fact Finders, agreements, and other paperwork ................
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