Create a comprehensive personal financial plan based upon current and future financial needs.

Health History and Screening of an Adolescent or Young Adult Client
February 8, 2018
Compare/Contrast · Treaties vs. Executive Agreements
February 9, 2018

Life expectancy planning Survivorship needs Lifestyle considerations Final disposition of assets Contingency allowances The plan should be organized in the following manner:
Current and future income needs Debt acquisition and retirement Acquisition and disposal of personal assets Emergency cash funds Investment plan Retirement plan Estate plan Tax Plan