CFP PROJECT FINAL 1 5
FINANCIAL PLANNING FOR Ms. CATHERINE PARKER
PATEL Financial Services
Presented by: Pritesh Patel
Student ID: 300769510
Presented to: Professor Rajiv Issar
Centennial College Progress Campus
TABLE OF CONTENTS
Disclaimer
Letter of Engagement
Personal Information
Introduction & Objective
Cash Flow Summary
Income Statement
Investments
Annuities
Asset Allocation
Insurance
Life expectancy
Estate Planning
Exhibits and Calculations
DISCLAIMER
The analysis of the financial projection in this report is based on the assumptions and the information which you (client) provided. These assumptions and information can be change with the passage of time. The information which I presented on the basis of current tax and legislation is subject to change. It is very important, that you review your financial plan regularly to reach your financial goals.
Here it is noted that the information in this document is only for your financial planning objectives. This information you cannot use for your legal, accounting and tax purpose. If you have any specific question regarding these areas, please consult your legal, accounting or tax advisor.
LETTER OF ENGAGEMENT
Ms Catherin Parker
123 Main Street,
Victoria, BC, V1V 1V1
Dear Ms. Parker:
Much thanks to you for the open door for us to meet and acclimate. This engagement letter is planned to layout the particular terms of the monetary arranging engagement between you, Ms. Catherine Parker and Mr. Pritesh Patel CFP, as representative of Patel Financial Services.
Kindly try to remain guaranteed that all data that you give will be kept strictly classified.
On occasion, it may be important to counsel with different experts, at which time we will request your composed authorization before uncovering any of your particular data.
As talked about, we will set up a thorough money related plan to help meet your monetary objectives. The expense
PATEL Financial Services
Presented by: Pritesh Patel
Student ID: 300769510
Presented to: Professor Rajiv Issar
Centennial College Progress Campus
TABLE OF CONTENTS
Disclaimer
Letter of Engagement
Personal Information
Introduction & Objective
Cash Flow Summary
Income Statement
Investments
Annuities
Asset Allocation
Insurance
Life expectancy
Estate Planning
Exhibits and Calculations
DISCLAIMER
The analysis of the financial projection in this report is based on the assumptions and the information which you (client) provided. These assumptions and information can be change with the passage of time. The information which I presented on the basis of current tax and legislation is subject to change. It is very important, that you review your financial plan regularly to reach your financial goals.
Here it is noted that the information in this document is only for your financial planning objectives. This information you cannot use for your legal, accounting and tax purpose. If you have any specific question regarding these areas, please consult your legal, accounting or tax advisor.
LETTER OF ENGAGEMENT
Ms Catherin Parker
123 Main Street,
Victoria, BC, V1V 1V1
Dear Ms. Parker:
Much thanks to you for the open door for us to meet and acclimate. This engagement letter is planned to layout the particular terms of the monetary arranging engagement between you, Ms. Catherine Parker and Mr. Pritesh Patel CFP, as representative of Patel Financial Services.
Kindly try to remain guaranteed that all data that you give will be kept strictly classified.
On occasion, it may be important to counsel with different experts, at which time we will request your composed authorization before uncovering any of your particular data.
As talked about, we will set up a thorough money related plan to help meet your monetary objectives. The expense