For your review, we have put together a sample comprehensive financial plan for a ficticious client, the Daler family.

When we create a comprehensive financial plan it is specific to the individual client's needs, goals and objectives. From start to finish, comprehensive plans typically involve from 20 to 25 hours to complete. The areas covered in each plan include insurance, investments, taxes, retirement, and estate planning.

Each plan consists of at least three sections:

1. Recommendations: This is a summary document, providing a comprehensive overview of the plan's suggestions. Clicking this link will open the document in Microsoft Word format.

2. Current Situation Review: This describes, in detail, the current state of the client's financial affairs without our recommendations. This link will open the document in Adobe Acrobat (PDF) format.

3. Suggested Scenario: This is the plan inclusive of our recommendations. This link will also open a PDF document.

While not shown in this example, there are times when additional scenarios are run and offered as second alternative scenarios.

Please note that these documents are large files. The PDFs are over 6 megabytes each and, depending on the speed of your internet connection, might take a considerable amount of time to load. Also note that if you choose to print all three sections it will take 208 pages.