New Map

Più simili a questo

Copy of the Accounting G11: Chapter 1 Concept Map

da Ellie Qian

نظام بازارهای مالی در کشور مالزی

da Mahmoud Asad Samani

Example of an empathy map - Allison

da Mindomo Team

Study Success

da Matisse Thiering

Client Profile for John Reids September 3, 2012

Hobbies, activities

Hunting Fishing Camping Union Organization

Five Year Plan

Be retired; living comfortably

Own a house down South

Advisors

No Financial Advisor No Lawyer. "Lack of trust"

Lifetime goals

Pay for children's college/weddings

To retire in 5 years

Travel more

Financial issue "My paycheck. I haven't received a raise in three years."

Value of Money

"Security"

Insurance Types

-Group Term Life Insurance -HMO Medical -Homeowner -State Farm Auto

Income & Assets

-S&P500 Stock -Government bonds -Small CAP "I keep them for long term in market ups and downs"

Saves through employer 401(k) plan

Works as CO at FCI Mckean

Retirement

401(k) Plan through Employer

Estate Planning

-Will -Power of Attorney -Health Care Proxy -No Trust

Who's Important to you?

-Family -Children -Church

History

College Morrisville CO in Long Island Move to Wellsville, NY