make overall recommendations to the Allen family that will help them achieve their goals and improve their financial situation

INSTRUCTIONS TO CANDIDATES

ANSWER ALL QUESTIONS

1.   Gather and organize relevant qualitative and quantitative information. Outline the cost and timing of all goals. Make sure financial statements are as complete and accurate as possible (e.g., loan payments, balances).   Planning Steps for details.

2.  Analyze the information, including financial statement ratio analysis. Comment on tax planning, cash and debt management, risk management and insurance, investment management, retirement planning, and estate planning issues. Refer to Planning Steps for details.

3.  Align financial resources and goals. Work out a budget (for at least 5 years) that includes the cost and timing of the Allen family’s goals. Make adjustments to net worth when required. Refer to Planning Steps for details.

4.  Make overall recommendations to the Allen family that will help them achieve their goals and improve their financial situation. Refer to Planning Steps for details.

5.  Address the Allen family’s misconceptions and answer any lingering questions they may have about their financial plan.

6.  Round all final amounts up to the next dollar.

 

7.  State any reasonable assumptions that you make.

Attachments:

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