William Sampson

Age:23

Net Income: $1500.00 a Month

Net Worth: $7500.00

Monthly Saving: $200.00

Emergency Savings Account: Interest .10%, Minimum to open $1000, open fees $1000

Life Insurance: AIG 30 year $31.49, Rating A

Credit Score: 742, To improve my credit I will pay of my car faster.

IPQ: 17 balanced investor.

Three Goals:

Goal 1-Pay of Credit Card Debt, Debt $2500, Payments $100 a month.

Start 9/2017

End 10/2019

Goal 2-Buy a Condo, Cost for down payment $5000, Save $200 a month.

Start 9/2017

End 10/2019

Goal 3-Pay of Car Payment Quicker, Current loan $4500, Current Payment $200, Extra Payment
$200 more a month. Total $400 a month

Start 9/2017

End 9/2018