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Sample Financial Plan

Sample Financial Plan

| December 18, 2020

Are you curious as to what is included in a Financial Plan? Click below to see a sample of a fictitious client's Financial Plan. You will see that the Financial plan takes into account many many factors and is quite comprehensive. There are also many pages of glossary terms. A Client Favorite is page 11, The Retirement Distribution Cash Flow Chart. This gives you a snapshot of where you will be financially given the assumptions of the plan.

In our Recommendations and Actions Plan meeting, David will discus in detail the plan and make recommendations for any changes and provide you with a written summary in plain English for the action plan. 

A financial plan is a living document. Life is full of changes, and as a client you have access to your Financial Plan and your Certified Financial Planner (TM) to make changes and update the Financial Plan as necessary. Its nice to have someone ready to do the analysis when a life change comes up. 

Ready to have a plan of your own? Schedule a no obligation first meeting with David on our home page under "Schedule an Appointment" Click Sample Financial Plan Below to See the Plan

Click Here to See A Sample Financial Plan