Sample FPSB Financial Plan

Table of Contents
I. EXECUTIVE SUMMARY................................................................................................... 3 FINANCIAL MANAGEMENT ............................................................................................ 3
CURRENT POSITION ................................................................................................................... 3 PROPOSED POSITION ................................................................................................................ 3

Risk Management ............................................................................................................ 4
CURRENT POSITION ................................................................................................................... 4 PROPOSED POSITION ................................................................................................................ 4

Retirement Planning ......................................................................................................... 5
CURRENT POSITION ................................................................................................................... 5 PROPOSED POSITION ................................................................................................................ 5

Asset Management........................................................................................................... 5
CURRENT POSITION ................................................................................................................... 5 PROPOSED POSITION ................................................................................................................ 5

Tax Planning .................................................................................................................... 6
CURRENT POSITION ................................................................................................................... 6 PROPOSED POSITION ................................................................................................................ 6

Estate Planning ................................................................................................................ 6
CURRENT POSITION ................................................................................................................... 6 PROPOSED POSITION ................................................................................................................ 6

Important Planning Assumptions ...................................................................................... 6 The Client‟s Goals, Objectives .......................................................................................... 7
Financial Management................................................................................................................... 7 Asset Management /Investment Planning ..................................................................................... 7 Risk Planning ................................................................................................................................. 7 Tax Planning .................................................................................................................................. 7 Retirement Planning ...................................................................................................................... 7 Estate Planning .............................................................................................................................. 8

The Client‟s current situation and concerns (issues) ......................................................... 8
Financial Management................................................................................................................... 8 Asset Management