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
