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Order new solutionFinancial Planning - Part 1
Overview
Emily and Joel are the clients who want to get there financial position in line. Various issues are related to their finances. Emily was not contributing towards her employer contribution and Joel is doing the same. According to their estimate, they are expecting $49000 to live after retirement. Both of them have a saving account for emergency that is bringing them .5% and also have share portfolios. They also have 2 children and are concerned about the future. They also own a property that is rental but are not making enough from that property. With that, they have certain mortgages and credit card bills that are to be paid by them.
The targeted Goals of Emily and Joel
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Goal |
Description |
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1. $49000 to live |
After the ret.... 
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