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