Prepare a net worth statement

Assignment Help Finance Basics

Reference no: EM131448788

Questions: 1. Prepare a cash flow statement showing discretionary and non-discretionary items.

2. Prepare a net worth statement.

3. Prepare a retirement plan indicating their combined savings requirements.

4. Assess whether the clients can meet the savings plan targets currently.

5. Given available savings options, how should they save for retirement? What plans and how much?

6. Prepare a financial debt management schedule.

7. Do they have enough funds for emergencies? Is any planning required here?

8. What asset class mix would you recommend while working and in retirement to achieve investment return goals?

9. What term insurance level (amount) should the clients buy?

10. What are 5 financial planning items should the clients consider?

The information of above questions are enclosed below:

Attachment:- Financial-Planning.pptx

Reference no: EM131448788

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