№ files_lp_3_process_9_40957
Personal financial plan outlining income, assets, investment profile, and structured savings objectives with projected returns over specified timeframes.
Date: April 10, 2018
Name: Peter Nguyen
Age: 20
Net Income: $6,860.00 per year
Net Worth: $32,350
Monthly Savings: $200 per month
Investor Profile: Growth
Tax Bracket: 10%
Emergency Savings: $200
Life Insurance Investments: T. Rowe Price Blue Chip Growth Fund (TRBCX); Fidelity Investments Puritan Fund (FPURX)
Savings Goal 1: Down payment for rental home
Goal 1 Target Amount: $10,000
Goal 1 Period: September 1, 2018 – September 1, 2020
Goal 1 Monthly Investment: $420
Goal 1 Anticipated Annual Return: 8%
Savings Goal 2: Purchase of new car
Goal 2 Target Amount: $5,000
Goal 2 Period: April 10, 2018 – April 10, 2020
Goal 2 Monthly Investment: $208.00
Goal 2 Anticipated Annual Return: 8%
Savings Goal 3: Vacation to New York City
Goal 3 Target Amount: $5,000
Goal 3 Period: June 1, 2018 – June 1, 2024
Goal 3 Monthly Investment: $69.00
Goal 3 Anticipated Annual Return: 8%
Price: 8 / 10 USD
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