Loading presentation...

Present Remotely

Send the link below via email or IM

Copy

Present to your audience

Start remote presentation

  • Invited audience members will follow you as you navigate and present
  • People invited to a presentation do not need a Prezi account
  • This link expires 10 minutes after you close the presentation
  • A maximum of 30 users can follow your presentation
  • Learn more about this feature in our knowledge base article

Do you really want to delete this prezi?

Neither you, nor the coeditors you shared it with will be able to recover it again.

DeleteCancel

Make your likes visible on Facebook?

Connect your Facebook account to Prezi and let your likes appear on your timeline.
You can change this under Settings & Account at any time.

No, thanks

Copy of Personal Financial Planning

"Deval and Kala Palmer"
by

Tarra Kraft

on 1 June 2013

Comments (0)

Please log in to add your comment.

Report abuse

Transcript of Copy of Personal Financial Planning

Mid 20's Nicholas has two children:
Grant and Blake Goal Oriented Dual Income Family Need Financial Plan Financial Landscape ACJC Financial Group STRENGTHS 401(k) Life Insurance Family Health Insurance Market Exposure Dual Incomes Opportunities UNDER INSURED UPDATE BENEFICIARIES NO WILL LACKING Investment
DIVERSIFICATION NO EMERGENCY SAVINGS INADEQUATE INCOME CASH FLOW DEFICT Personal Financial Goals Reduce Debt Establish Emergency Fund Purchase a Home Retirement Properly Insured Investment Plan Asset Allocation Diversification of Stocks Large cap
Mid cap
Small cap Growth
Defensive
Income Diversification of Bonds Other investment alternatives Mutual funds
Real estate Goal Oriented HIGHLY LEVERAGED Meet Nicholas & Whitney Clement ? Commodities •Disability Insurance

•Health Insurance

•Property and Casualty Insurance

•Auto Insurance *Replace Car/ Sell Motorcycle/ Sell K&B Stock
Reduce Debt by:
-New Car ($13,179)
-Payoff Credit Card ($9,862)
-Paydown Furniture ($1,162)
Total Debt Reduced ($24,203) Increased Cashflow
-Lower Car Pmt $281
-No Credit Card Pmt $375
-Lower Car Insurance $100
-No Furniture Loan $162
Increased Cashflow $918
Full transcript