The following is a sample table of contents from a typical FPH custom financial planning review.

TABLE OF CONTENTS

EXHIBIT 1 – PERSONAL BALANCE SHEET and BENEFICIARY BINDER

Part 1 – INVESTMENT PLANNING
I. Background Information
II. Financial Planning Objectives
III. Investment Planning Review, Analysis, and Recommendations

REAL ESTATE
INVESTMENT AND RETIREMENT ACCOUNTS
BUSINESS ASSETS

IV. Reference List (supporting literature from peer reviewed academic journals)

PART 2 - NON-INVESTMENT (HOLISTIC) FINANCIAL PLANNING ISSUES

V. Estate Planning
VI. Asset Protection and Risk Management
VII. Identity Theft Protection
VIII. Emergency Planning & Disaster Preparedness
 

PART 3 - SUMMARY OF RECOMMENDATIONS


APPENDIX A – Estate Planning Supporting Literature
APPENDIX B– Asset Protection Supporting Literature
APPENDIX C– Identity Theft and Fraud Protection Supporting Literature
APPENDIX D– Emergency Planning & Disaster Preparedness Literature