Sample Plan - Free Financial Plan by Anasova - Report - Page 4

Executive Summary
Ana, here is a summary of my thoughts. You can nd more detail in the report.
Key general observations
Retirement zone snapshot
Ana, you don't need "a number" to retire. Instead, you should think of retirement as a zone.
Your top-line income is $200,000.
I'll set a retirement income objective of $11,000 per month (net, after-taxes) as the initial goal.
You will likely need at least $1,212,000 to sustain the retirement you want to have.
Of course more money is always better, but it is unlikely you will need more than $2,759,000.
Middle of the fairway is building your assets to $1,923,000.
Once you are in this zone you don't need to retire, but you will have a lot more nancial freedom.
Likely Minimum
Likely Bullseye
$1,212,000
Likely Maximum
$1,923,000
$2,759,000
I factored in in ation, ran many simulations and, if you follow the path in this plan, you are on track!
If you follow my plan, it is likely that you will accumulate wealth within the target range (in today's dollars).
For now, focus on getting in that range. Then, I will guide you further.
Critical milestones: checklist to get there
Getting in the retirement zone is simple when you break it in to steps. Here is your glide path:
Your glide path
Goal
1. Launch
$76,000
2. Build your base
$152,000
3. Grow
$303,000
4. Flourish
$606,000
Freedom zone begins
$1,212,000
You have formed a wonderful base and should be
proud.
Now, ourish as your savings and money work together
to build to $606,000.
Ideally at the end of this step you should have:
Excellent credit.
Nothing borrowed at a rate higher than 5%.
A total portfolio of $606,000.
You are well on your way and the next milestone is within your reach!
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