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Appendix: Charts, budgets, income statements or balance sheets, computations, pictures, etc… (should be located at the end of the Personal Financial Plan paper) |
5% |
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Current situation (what is your story and how does it affect your current financial situation?) and Goals (Short term , intermediate, long term), family status current and future, |
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Budgeting, Savings plan (It would be helpful to have charts or visuals) |
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Banking |
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Taxes (current and future) |
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Personal Loans (auto, home, education, business, etc…) |
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Credit and credit cards (managing and assessment of credit ) |
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Identity theft (awareness and preventing) |
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Insurance (life and medical, disability… how much do you need? Supplemental insurance outside of employment) |
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Insurance (auto and home) |
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Healthcare planning (long term care, advance health directive) |
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Investing (risk tolerance, asset allocation, diversification, asset classes, passive income, portfolio, timed goals, kids college fund, creating generational wealth? etc…) |
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Retirement planning (401k, IRAs, ROTHs, life expectancy, saving for retirement, retirement income, inflation, supporting parents? Supporting children? Retiring overseas? Retiring early? Medicare, Medicaid, social security, long term care) |
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Estate planning (Wills, trusts, power of attorney, trustees, executor, beneficiary, insurance benefits, retirement account benefits, Paid-upon-death accounts, joint tenants, exclusions of persons in Wills, probate, intestate, leaving your legacy behind…) |
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What you learned from class and are applying to your life, guest speakers |
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Back-up plans and overcoming future obstacles |
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