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Financial Plan For Peter Nguyen
Financial Plan For Peter Nguyen
Financial Plan For Peter Nguyen
April 10,2018
Age: 20
Net Income: $6,860.00/year (reference on exhibit A Income Statements on page 3)
Net Worth: $32,350 (reference exhibit B Balance Sheet on page 4)
Monthly Savings: $200/month (reference exhibit A Income Statement on page 3)
Investor Profile: Growth (reference exhibit C Investor Profile Questionnaire on page 5)
Credit Score:
Tax Bracket: 10%
Emergency Savings: $200 (referenced on exhibit A Income Statements page 2)
Life Insurance: T Rowe Price Blue Chip Growth Fund (TRBCX) and Fidelity Puritan Fund (FPURX)
(reference on exhibit C page7)
Savings Goals: