Comprehensive personal financial plan

Reference no: EM13771958

Create a comprehensive personal financial plan based upon current and future financial needs. This plan must include the following:

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

Reference no: EM13771958

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