Positive Progress Report
Once you’ve approved of the recommendations presented in this document, it’s necessary to establish both how and when they’ll be implemented. It’s also important to decide on how often the financial plan should be reviewed, and what benchmarks will be used to measure success.
Return to J & S Jones Sample
OBJECTIVE PROGRESS
ACHIEVEDFURTHER
PROGRESSSPECIFIC
ACTIONTEAM MEMBER/
DATE DUETo make a serious attempt of increasing our financial understanding to plan for today and the future. Meet with Advisors to begin the process of reviewing personal savings/investment strategy, (ongoing) To periodically update Wills for Sarah & John - meet with Lawyers at least every 2 years (Davis Lawyer & Jack Lawyer) - Davis & Jack Reviewed budget and cash flow (ongoing) To build a program to protect John’s income if sickness or injury were to occur - prepare analysis to present - Mike Washburn
Natacha Wedge
- March 2008Develop an investment program that is consistent with risk tolerance that provides the appropriate asset class mix to achieve the necessary long-term returns and minimize volatility Mike Washburn to meet with referral to introduce our planning services - referral by Sarah & John Mike Washburn
- March 2008Deposit enough capital to achieve short & long-term goals To assess the advantages & disadvantages of John owning a Tax Exempt Insurance program
